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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 | $122,561 | $165,361-25.9% | $149,715-18.1% | $158,950-22.9% |
| Participation rate | 65.0% | 84.6%-19.6pp | 82.5%-17.5pp | 82.0%-17.0pp |
| Annual return | 7.69% | 348.24%-340.5pp | 276.66%-269.0pp | 302.91%-295.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,624 | $7,182-7.8% | $6,842-3.2% | $5,983+10.7% |
| Admin fee / account holder | $43,739 | $10,808+304.7% | $9,310+369.8% | $11,248+288.8% |