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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 | $72,071+82.4% | $68,368+92.2% | $137,256-4.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 5.42% | 353.14%-347.7pp | 292.57%-287.2pp | 220.34%-214.9pp |
| Employer contribution / active EE | $4,514 | $2,788+61.9% | $2,649+70.4% | $4,156+8.6% |
| Participant deferral / active EE | $7,045 | $4,410+59.7% | $4,123+70.9% | $6,407+10.0% |
| Admin fee / account holder | $88,365 | $5,336+1556.2% | $5,150+1615.9% | $12,270+620.2% |