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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 | $219,371 | $109,872+99.7% | $98,483+122.8% | $167,536+30.9% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 8.77% | 1959.31%-1950.5pp | 1494.38%-1485.6pp | 478.82%-470.0pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,960 | $4,673+48.9% | $4,276+62.8% | $6,342+9.7% |
| Admin fee / account holder | $6,222 | $6,757-7.9% | $5,953+4.5% | $12,315-49.5% |