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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 | $238,798 | $112,933+111.5% | $90,970+162.5% | $158,982+50.2% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 1.10% | 215.82%-214.7pp | 134.60%-133.5pp | 302.99%-301.9pp |
| Employer contribution / active EE | $1,500 | $2,893-48.2% | $2,122-29.3% | $4,763-68.5% |
| Participant deferral / active EE | $1,500 | $4,128-63.7% | $3,373-55.5% | $5,983-74.9% |
| Admin fee / account holder | $3,100 | $8,047-61.5% | $5,961-48.0% | $11,252-72.4% |