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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 | $186,855 | $118,877+57.2% | $96,570+93.5% | $167,536+11.5% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 6.07% | 50.50%-44.4pp | 37.79%-31.7pp | 478.82%-472.7pp |
| Employer contribution / active EE | $2,007 | $3,121-35.7% | $2,357-14.8% | $4,839-58.5% |
| Participant deferral / active EE | $9,144 | $4,617+98.1% | $3,849+137.5% | $6,342+44.2% |
| Admin fee / account holder | $146,703 | $8,069+1718.1% | $6,182+2272.9% | $12,315+1091.3% |