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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 | $141,353 | $125,184+12.9% | $105,607+33.8% | $145,884-3.1% |
| Participation rate | 57.1% | 77.6%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 5.50% | 225.00%-219.5pp | 116.11%-110.6pp | 551.85%-546.3pp |
| Employer contribution / active EE | $776 | $3,720-79.1% | $3,167-75.5% | $4,662-83.4% |
| Participant deferral / active EE | $2,308 | $5,714-59.6% | $5,011-53.9% | $6,690-65.5% |
| Admin fee / account holder | $86,169 | $17,133+402.9% | $10,958+686.4% | $13,392+543.4% |