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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 | $208,033 | $88,778+134.3% | $81,844+154.2% | $145,884+42.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.68% | 1033.03%-1024.4pp | 778.87%-770.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $2,087 | $3,087-32.4% | $2,916-28.4% | $4,662-55.2% |
| Participant deferral / active EE | $5,057 | $4,648+8.8% | $4,323+17.0% | $6,690-24.4% |
| Admin fee / account holder | $69,746 | $8,430+727.3% | $7,355+848.2% | $13,392+420.8% |