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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 | $151,980 | $183,516-17.2% | $155,534-2.3% | $145,884+4.2% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 4.25% | 61.43%-57.2pp | 64.92%-60.7pp | 551.85%-547.6pp |
| Employer contribution / active EE | $1,157 | $5,315-78.2% | $4,675-75.2% | $4,662-75.2% |
| Participant deferral / active EE | $3,664 | $6,467-43.3% | $5,630-34.9% | $6,690-45.2% |
| Admin fee / account holder | $240,273 | $19,293+1145.4% | $15,900+1411.2% | $13,392+1694.2% |