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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 | $171,867-2.5% | $149,721+11.9% | $147,586+13.5% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 1.73% | 2113.36%-2111.6pp | 1501.67%-1499.9pp | 578.59%-576.9pp |
| Employer contribution / active EE | $1,610 | $6,275-74.3% | $5,444-70.4% | $4,876-67.0% |
| Participant deferral / active EE | $5,460 | $7,270-24.9% | $6,568-16.9% | $5,439+0.4% |
| Admin fee / account holder | $7,500 | $13,799-45.6% | $11,282-33.5% | $10,886-31.1% |