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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 | $151,190 | $227,633-33.6% | $189,597-20.3% | $167,553-9.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 1.92% | 78.45%-76.5pp | 64.20%-62.3pp | 478.89%-477.0pp |
| Employer contribution / active EE | $14,395 | $5,317+170.7% | $4,412+226.2% | $4,840+197.4% |
| Participant deferral / active EE | $10,600 | $7,003+51.4% | $6,174+71.7% | $6,343+67.1% |
| Admin fee / account holder | $52,894 | $11,879+345.3% | $9,807+439.3% | $12,316+329.5% |