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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,292 | $159,934-12.9% | $147,005-5.2% | $145,959-4.6% |
| Participation rate | 60.9% | 84.0%-23.1pp | 82.2%-21.3pp | 80.3%-19.4pp |
| Annual return | 9.36% | 98.24%-88.9pp | 418.76%-409.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $2,468 | $5,287-53.3% | $4,934-50.0% | $4,661-47.0% |
| Participant deferral / active EE | $4,535 | $8,427-46.2% | $8,070-43.8% | $6,689-32.2% |
| Admin fee / account holder | $111,387 | $15,053+639.9% | $13,006+756.4% | $13,398+731.4% |