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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 | $123,521 | $160,070-22.8% | $147,117-16.0% | $145,897-15.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.29% | 98.69%-91.4pp | 420.54%-413.2pp | 552.29%-545.0pp |
| Employer contribution / active EE | $4,884 | $5,285-7.6% | $4,932-1.0% | $4,663+4.7% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $730,018 | $15,035+4755.4% | $12,993+5518.7% | $13,390+5351.8% |