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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 | $200,854 | $102,595+95.8% | $94,057+113.5% | $154,746+29.8% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 9.33% | 583.42%-574.1pp | 480.62%-471.3pp | 172.34%-163.0pp |
| Employer contribution / active EE | $11,572 | $3,147+267.7% | $2,933+294.5% | $4,379+164.3% |
| Participant deferral / active EE | $16,499 | $5,118+222.4% | $4,709+250.3% | $6,730+145.1% |
| Admin fee / account holder | $328,537 | $7,736+4146.9% | $7,244+4435.0% | $14,365+2187.0% |