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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 | $199,990 | $106,008+88.7% | $92,240+116.8% | $147,586+35.5% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 4.25% | 50.05%-45.8pp | 176.29%-172.0pp | 578.59%-574.3pp |
| Employer contribution / active EE | $1,262 | $4,333-70.9% | $3,680-65.7% | $4,876-74.1% |
| Participant deferral / active EE | $5,888 | $4,478+31.5% | $3,897+51.1% | $5,439+8.3% |
| Admin fee / account holder | $9,130 | $6,333+44.2% | $5,194+75.8% | $10,886-16.1% |