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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 | $192,001 | $166,131+15.6% | $164,975+16.4% | $145,877+31.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 7.89% | 100.37%-92.5pp | 70.12%-62.2pp | 551.28%-543.4pp |
| Employer contribution / active EE | $3,750 | $5,276-28.9% | $4,343-13.6% | $4,663-19.6% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $22,122 | $16,648+32.9% | $12,688+74.4% | $13,402+65.1% |