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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 | $168,354 | $112,131+50.1% | $95,964+75.4% | $158,982+5.9% |
| Participation rate | 58.3% | 79.0%-20.7pp | 77.1%-18.8pp | 82.0%-23.6pp |
| Annual return | 0.23% | 171.19%-171.0pp | 91.64%-91.4pp | 302.99%-302.8pp |
| Employer contribution / active EE | $3,681 | $3,199+15.1% | $2,541+44.9% | $4,763-22.7% |
| Participant deferral / active EE | $12,271 | $4,784+156.5% | $4,167+194.5% | $5,983+105.1% |
| Admin fee / account holder | $50,818 | $10,136+401.4% | $6,797+647.6% | $11,252+351.6% |