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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 | $180,688 | $150,447+20.1% | $136,298+32.6% | $147,586+22.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 7.66% | 1049.15%-1041.5pp | 5156.27%-5148.6pp | 578.59%-570.9pp |
| Employer contribution / active EE | $2,200 | $5,256-58.1% | $4,696-53.1% | $4,876-54.9% |
| Participant deferral / active EE | $11,000 | $6,631+65.9% | $6,247+76.1% | $5,439+102.3% |
| Admin fee / account holder | $474 | $10,906-95.7% | $9,244-94.9% | $10,886-95.6% |