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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 | $183,410 | $88,778+106.6% | $81,844+124.1% | $145,884+25.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 7.17% | 1033.03%-1025.9pp | 778.87%-771.7pp | 551.85%-544.7pp |
| Employer contribution / active EE | $1,298 | $3,087-57.9% | $2,916-55.5% | $4,662-72.2% |
| Participant deferral / active EE | $15,300 | $4,648+229.2% | $4,323+253.9% | $6,690+128.7% |
| Admin fee / account holder | $1,872 | $8,430-77.8% | $7,355-74.6% | $13,392-86.0% |