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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 | $244,042 | $159,978+52.5% | $147,041+66.0% | $145,978+67.2% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 9.65% | 98.36%-88.7pp | 419.21%-409.6pp | 550.52%-540.9pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,631 | $8,429-56.9% | $8,071-55.0% | $6,690-45.7% |
| Admin fee / account holder | $65,809 | $15,053+337.2% | $13,006+406.0% | $13,400+391.1% |