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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 | $131,433 | $102,595+28.1% | $94,057+39.7% | $154,746-15.1% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 80.7%-18.2pp |
| Annual return | 5.42% | 583.42%-578.0pp | 480.62%-475.2pp | 172.34%-166.9pp |
| Employer contribution / active EE | $4,514 | $3,147+43.4% | $2,933+53.9% | $4,379+3.1% |
| Participant deferral / active EE | $7,045 | $5,118+37.6% | $4,709+49.6% | $6,730+4.7% |
| Admin fee / account holder | $88,365 | $7,736+1042.3% | $7,244+1119.8% | $14,365+515.1% |