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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 | $202,899 | $88,754+128.6% | $81,820+148.0% | $145,877+39.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 4.24% | 1031.77%-1027.5pp | 777.93%-773.7pp | 551.28%-547.0pp |
| Employer contribution / active EE | $800 | $3,085-74.1% | $2,915-72.6% | $4,663-82.8% |
| Participant deferral / active EE | $15,250 | $4,648+228.1% | $4,323+252.8% | $6,691+127.9% |
| Admin fee / account holder | $2,774 | $8,424-67.1% | $7,391-62.5% | $13,402-79.3% |