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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 | $229,739 | $102,385+124.4% | $147,080+56.2% | $80,935+183.9% |
| Participation rate | 13.8% | 75.9%-62.1pp | 82.2%-68.4pp | 67.7%-53.9pp |
| Annual return | 9.42% | 135.09%-125.7pp | 420.17%-410.7pp | 35.66%-26.2pp |
| Employer contribution / active EE | $4,904 | $3,717+32.0% | $4,933-0.6% | $2,757+77.9% |
| Participant deferral / active EE | $7,326 | $6,651+10.2% | $8,066-9.2% | $4,299+70.4% |
| Admin fee / account holder | $80,820 | $7,951+916.4% | $12,989+522.2% | $6,924+1067.2% |