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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 | $157,709 | $176,077-10.4% | $159,455-1.1% | $167,518-5.9% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 8.35% | 331.83%-323.5pp | 263.63%-255.3pp | 478.71%-470.4pp |
| Employer contribution / active EE | $3,735 | $5,298-29.5% | $4,830-22.7% | $4,838-22.8% |
| Participant deferral / active EE | $15,600 | $7,751+101.3% | $7,353+112.2% | $6,342+146.0% |
| Admin fee / account holder | $5,213 | $12,556-58.5% | $10,800-51.7% | $12,312-57.7% |