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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 | $192,009 | $111,535+72.2% | $105,223+82.5% | $137,256+39.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 8.68% | 237.85%-229.2pp | 180.65%-172.0pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,903 | $3,939-51.7% | $3,689-48.4% | $4,156-54.2% |
| Participant deferral / active EE | $2,095 | $5,500-61.9% | $5,072-58.7% | $6,407-67.3% |
| Admin fee / account holder | $143,305 | $9,721+1374.1% | $8,859+1517.7% | $12,270+1067.9% |