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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 | $163,983 | $102,595+59.8% | $94,057+74.3% | $154,746+6.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 9.82% | 583.42%-573.6pp | 480.62%-470.8pp | 172.34%-162.5pp |
| Employer contribution / active EE | $2,844 | $3,147-9.6% | $2,933-3.0% | $4,379-35.1% |
| Participant deferral / active EE | $10,023 | $5,118+95.8% | $4,709+112.8% | $6,730+48.9% |
| Admin fee / account holder | $147,638 | $7,736+1808.5% | $7,244+1937.9% | $14,365+927.7% |