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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 | $219,368 | $72,071+204.4% | $68,368+220.9% | $137,256+59.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 12.85% | 353.14%-340.3pp | 292.57%-279.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $10,100 | $2,788+262.3% | $2,649+281.3% | $4,156+143.0% |
| Participant deferral / active EE | $10,100 | $4,410+129.0% | $4,123+145.0% | $6,407+57.6% |
| Admin fee / account holder | $52,537 | $5,336+884.7% | $5,150+920.2% | $12,270+328.2% |