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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 | $110,110 | $180,749-39.1% | $160,784-31.5% | $137,256-19.8% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.0%-52.0pp | 80.0%-55.0pp |
| Annual return | 5.20% | 2234.46%-2229.3pp | 1803.92%-1798.7pp | 220.34%-215.1pp |
| Employer contribution / active EE | $742 | $4,155-82.1% | $3,733-80.1% | $4,156-82.1% |
| Participant deferral / active EE | $8,833 | $6,844+29.1% | $6,293+40.4% | $6,407+37.9% |
| Admin fee / account holder | $212,223 | $10,397+1941.2% | $9,717+2084.0% | $12,270+1629.6% |