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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 | $90,726 | $198,457-54.3% | $170,435-46.8% | $147,586-38.5% |
| Participation rate | 69.2% | 88.0%-18.7pp | 83.6%-14.4pp | 82.8%-13.6pp |
| Annual return | 7.40% | 257.30%-249.9pp | 205.94%-198.5pp | 578.59%-571.2pp |
| Employer contribution / active EE | $3,077 | $6,183-50.2% | $5,432-43.4% | $4,876-36.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $183,785 | $16,852+990.6% | $13,881+1224.0% | $10,886+1588.3% |