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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 | $152,207 | $169,336-10.1% | $129,384+17.6% | $145,884+4.3% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 6.13% | 14408.70%-14402.6pp | 9461.77%-9455.6pp | 551.85%-545.7pp |
| Employer contribution / active EE | $2,590 | $5,540-53.2% | $4,153-37.6% | $4,662-44.4% |
| Participant deferral / active EE | $3,904 | $4,985-21.7% | $4,166-6.3% | $6,690-41.6% |
| Admin fee / account holder | $1,613 | $9,912-83.7% | $7,686-79.0% | $13,392-88.0% |