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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 | $160,026 | $160,0280% | $147,080+8.8% | $145,884+9.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.21% | 98.60%-90.4pp | 420.17%-412.0pp | 551.85%-543.6pp |
| Employer contribution / active EE | $2,385 | $5,286-54.9% | $4,933-51.7% | $4,662-48.8% |
| Participant deferral / active EE | $5,063 | $8,422-39.9% | $8,066-37.2% | $6,690-24.3% |
| Admin fee / account holder | $96,747 | $15,030+543.7% | $12,989+644.8% | $13,392+622.4% |