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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 | $215,158 | $157,296+36.8% | $141,191+52.4% | $152,897+40.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 10.41% | 64.34%-53.9pp | 71.41%-61.0pp | 345.43%-335.0pp |
| Employer contribution / active EE | $1,862 | $5,262-64.6% | $4,736-60.7% | $4,764-60.9% |
| Participant deferral / active EE | $12,400 | $7,111+74.4% | $6,710+84.8% | $5,851+111.9% |
| Admin fee / account holder | $50,019 | $12,125+312.5% | $10,264+387.3% | $11,599+331.2% |