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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 | $166,590 | $159,978+4.1% | $147,041+13.3% | $145,978+14.1% |
| Participation rate | 30.4% | 84.0%-53.6pp | 82.2%-51.7pp | 80.3%-49.9pp |
| Annual return | 4.51% | 98.36%-93.9pp | 419.21%-414.7pp | 550.52%-546.0pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,794 | $8,429-55.0% | $8,071-53.0% | $6,690-43.3% |
| Admin fee / account holder | $101,751 | $15,053+575.9% | $13,006+682.3% | $13,400+659.3% |