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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 | $154,754-1.5% | $124,206+22.7% | $138,895+9.7% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.6%-26.7pp | 79.9%-37.1pp |
| Annual return | 7.41% | 709.28%-701.9pp | 515.27%-507.9pp | 145.39%-138.0pp |
| Employer contribution / active EE | $456 | $4,446-89.7% | $3,540-87.1% | $4,194-89.1% |
| Participant deferral / active EE | $3,506 | $4,621-24.1% | $3,968-11.6% | $6,396-45.2% |
| Admin fee / account holder | $119,213 | $6,690+1682.0% | $5,929+1910.8% | $12,562+849.0% |