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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 | $209,840-39.1% | $189,517-32.5% | $167,497-23.7% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 7.52% | 748.35%-740.8pp | 555.19%-547.7pp | 478.62%-471.1pp |
| Employer contribution / active EE | $2,602 | $6,914-62.4% | $6,162-57.8% | $4,838-46.2% |
| Participant deferral / active EE | $4,898 | $8,935-45.2% | $8,221-40.4% | $6,341-22.8% |
| Admin fee / account holder | $144,477 | $14,294+910.8% | $12,045+1099.4% | $12,310+1073.6% |