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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 | $215,461 | $72,071+199.0% | $68,368+215.1% | $137,256+57.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 8.15% | 353.14%-345.0pp | 292.57%-284.4pp | 220.34%-212.2pp |
| Employer contribution / active EE | $5,176 | $2,788+85.7% | $2,649+95.4% | $4,156+24.5% |
| Participant deferral / active EE | $3,725 | $4,410-15.5% | $4,123-9.6% | $6,407-41.9% |
| Admin fee / account holder | $36,248 | $5,336+579.4% | $5,150+603.9% | $12,270+195.4% |