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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 | $215,215 | $176,077+22.2% | $159,455+35.0% | $167,518+28.5% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 9.01% | 331.83%-322.8pp | 263.63%-254.6pp | 478.71%-469.7pp |
| Employer contribution / active EE | $2,419 | $5,298-54.3% | $4,830-49.9% | $4,838-50.0% |
| Participant deferral / active EE | $4,896 | $7,751-36.8% | $7,353-33.4% | $6,342-22.8% |
| Admin fee / account holder | $312,697 | $12,556+2390.3% | $10,800+2795.2% | $12,312+2439.7% |