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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 | $141,362 | $106,008+33.4% | $92,240+53.3% | $147,586-4.2% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 5.61% | 50.05%-44.4pp | 176.29%-170.7pp | 578.59%-573.0pp |
| Employer contribution / active EE | $2,085 | $4,333-51.9% | $3,680-43.3% | $4,876-57.2% |
| Participant deferral / active EE | $2,742 | $4,478-38.8% | $3,897-29.6% | $5,439-49.6% |
| Admin fee / account holder | $23,307 | $6,333+268.0% | $5,194+348.7% | $10,886+114.1% |