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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 | $145,822 | $160,028-8.9% | $147,080-0.9% | $145,8840% |
| Participation rate | 63.2% | 84.0%-20.9pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 9.11% | 98.60%-89.5pp | 420.17%-411.1pp | 551.85%-542.7pp |
| Employer contribution / active EE | $2,165 | $5,286-59.0% | $4,933-56.1% | $4,662-53.6% |
| Participant deferral / active EE | $5,033 | $8,422-40.2% | $8,066-37.6% | $6,690-24.8% |
| Admin fee / account holder | $91,850 | $15,030+511.1% | $12,989+607.1% | $13,392+585.9% |