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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 | $129,737-6.9% | $119,126+1.4% | $154,746-22.0% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 5.69% | 379.08%-373.4pp | 282.11%-276.4pp | 172.34%-166.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,328 | $5,842-8.8% | $5,318+0.2% | $6,730-20.8% |
| Admin fee / account holder | $239,567 | $11,961+1902.9% | $10,693+2140.4% | $14,365+1567.7% |