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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 | $175,992 | $109,905+60.1% | $98,506+78.7% | $167,553+5.0% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 5.66% | 1960.20%-1954.5pp | 1494.92%-1489.3pp | 478.89%-473.2pp |
| Employer contribution / active EE | $12,118 | $3,226+275.6% | $2,961+309.2% | $4,840+150.4% |
| Participant deferral / active EE | $3,920 | $4,674-16.1% | $4,277-8.3% | $6,343-38.2% |
| Admin fee / account holder | $5,049 | $6,760-25.3% | $5,955-15.2% | $12,316-59.0% |