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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 | $72,071+178.7% | $68,368+193.8% | $137,256+46.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 9.33% | 353.14%-343.8pp | 292.57%-283.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $11,572 | $2,788+315.1% | $2,649+336.9% | $4,156+178.4% |
| Participant deferral / active EE | $16,499 | $4,410+274.1% | $4,123+300.2% | $6,407+157.5% |
| Admin fee / account holder | $328,537 | $5,336+6057.5% | $5,150+6279.6% | $12,270+2577.5% |