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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 | $151,883 | $132,634+14.5% | $115,768+31.2% | $137,256+10.7% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 9.04% | 160.70%-151.7pp | 100.46%-91.4pp | 220.34%-211.3pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $29,685 | $5,619+428.3% | $4,917+503.8% | $6,407+363.3% |
| Admin fee / account holder | $224,536 | $15,028+1394.1% | $12,439+1705.0% | $12,270+1729.9% |