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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 | $190,575 | $150,446+26.7% | $136,297+39.8% | $147,585+29.1% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 4.14% | 1049.14%-1045.0pp | 5156.19%-5152.1pp | 578.58%-574.4pp |
| Employer contribution / active EE | $1,639 | $5,256-68.8% | $4,696-65.1% | $4,876-66.4% |
| Participant deferral / active EE | $2,640 | $6,631-60.2% | $6,247-57.7% | $5,439-51.5% |
| Admin fee / account holder | $1,751 | $10,906-83.9% | $9,244-81.1% | $10,886-83.9% |