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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 | $167,534 | $171,865-2.5% | $149,718+11.9% | $147,585+13.5% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 1.73% | 2113.29%-2111.6pp | 1501.67%-1499.9pp | 578.56%-576.8pp |
| Employer contribution / active EE | $1,610 | $6,275-74.4% | $5,445-70.4% | $4,876-67.0% |
| Participant deferral / active EE | $5,460 | $7,270-24.9% | $6,569-16.9% | $5,439+0.4% |
| Admin fee / account holder | $7,500 | $13,799-45.7% | $11,283-33.5% | $10,885-31.1% |