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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 | $210,865 | $176,077+19.8% | $159,455+32.2% | $167,518+25.9% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 6.42% | 331.83%-325.4pp | 263.63%-257.2pp | 478.71%-472.3pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,780 | $7,751-51.2% | $7,353-48.6% | $6,342-40.4% |
| Admin fee / account holder | $60,109 | $12,556+378.7% | $10,800+456.5% | $12,312+388.2% |