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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 | $114,552 | $209,425-45.3% | $178,499-35.8% | $158,966-27.9% |
| Participation rate | 64.7% | 86.4%-21.6pp | 81.9%-17.2pp | 82.0%-17.3pp |
| Annual return | 4.75% | 188.80%-184.0pp | 151.10%-146.4pp | 302.95%-298.2pp |
| Employer contribution / active EE | $2,733 | $5,707-52.1% | $5,011-45.5% | $4,762-42.6% |
| Participant deferral / active EE | $4,994 | $5,955-16.1% | $5,202-4.0% | $5,983-16.5% |
| Admin fee / account holder | $233,039 | $17,078+1264.5% | $13,986+1566.2% | $11,250+1971.5% |