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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 | $127,841 | $209,888-39.1% | $189,545-32.6% | $167,553-23.7% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 7.52% | 748.66%-741.1pp | 555.36%-547.8pp | 478.89%-471.4pp |
| Employer contribution / active EE | $2,602 | $6,915-62.4% | $6,162-57.8% | $4,840-46.2% |
| Participant deferral / active EE | $4,898 | $8,934-45.2% | $8,220-40.4% | $6,343-22.8% |
| Admin fee / account holder | $144,477 | $14,300+910.3% | $12,049+1099.1% | $12,316+1073.0% |