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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 | $136,461 | $70,366+93.9% | $66,674+104.7% | $138,895-1.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 8.37% | 386.41%-378.0pp | 321.24%-312.9pp | 145.39%-137.0pp |
| Employer contribution / active EE | $2,250 | $2,765-18.6% | $2,620-14.1% | $4,194-46.4% |
| Participant deferral / active EE | $5,265 | $4,374+20.4% | $4,084+28.9% | $6,396-17.7% |
| Admin fee / account holder | $60,439 | $5,262+1048.5% | $5,098+1085.5% | $12,562+381.1% |