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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 | $245,550 | $129,737+89.3% | $119,126+106.1% | $154,746+58.7% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 2.55% | 379.08%-376.5pp | 282.11%-279.6pp | 172.34%-169.8pp |
| Employer contribution / active EE | $1,444 | $4,375-67.0% | $4,034-64.2% | $4,379-67.0% |
| Participant deferral / active EE | $2,143 | $5,842-63.3% | $5,318-59.7% | $6,730-68.2% |
| Admin fee / account holder | $431,768 | $11,961+3509.9% | $10,693+3937.8% | $14,365+2905.6% |