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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 | $171,108 | $172,111-0.6% | $150,298+13.8% | $137,256+24.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 1.73% | 69.37%-67.6pp | 62.79%-61.1pp | 220.34%-218.6pp |
| Employer contribution / active EE | $2,657 | $4,636-42.7% | $4,154-36.0% | $4,156-36.1% |
| Participant deferral / active EE | $4,783 | $6,166-22.4% | $5,453-12.3% | $6,407-25.3% |
| Admin fee / account holder | $380,106 | $16,471+2207.7% | $14,116+2592.8% | $12,270+2997.8% |