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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 | $120,773 | $111,535+8.3% | $105,223+14.8% | $137,256-12.0% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 5.69% | 237.85%-232.2pp | 180.65%-175.0pp | 220.34%-214.7pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,328 | $5,500-3.1% | $5,072+5.0% | $6,407-16.8% |
| Admin fee / account holder | $239,567 | $9,721+2364.3% | $8,859+2604.3% | $12,270+1852.4% |