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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 | $152,410 | $149,040+2.3% | $120,225+26.8% | $137,256+11.0% |
| Participation rate | 42.9% | 75.4%-32.6pp | 69.6%-26.7pp | 80.0%-37.1pp |
| Annual return | 7.41% | 605.68%-598.3pp | 439.23%-431.8pp | 220.34%-212.9pp |
| Employer contribution / active EE | $456 | $4,350-89.5% | $3,475-86.9% | $4,156-89.0% |
| Participant deferral / active EE | $3,506 | $4,655-24.7% | $3,999-12.3% | $6,407-45.3% |
| Admin fee / account holder | $119,213 | $6,348+1778.1% | $5,696+1992.8% | $12,270+871.6% |