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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 | $159,9780% | $147,041+8.8% | $145,978+9.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.21% | 98.36%-90.2pp | 419.21%-411.0pp | 550.52%-542.3pp |
| Employer contribution / active EE | $2,385 | $5,288-54.9% | $4,935-51.7% | $4,662-48.8% |
| Participant deferral / active EE | $5,063 | $8,429-39.9% | $8,071-37.3% | $6,690-24.3% |
| Admin fee / account holder | $96,747 | $15,053+542.7% | $13,006+643.9% | $13,400+622.0% |