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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 | $230,253 | $101,499+126.9% | $147,005+56.6% | $74,546+208.9% |
| Participation rate | 43.2% | 75.5%-32.4pp | 82.2%-39.0pp | 67.2%-24.1pp |
| Annual return | 10.58% | 8732.34%-8721.8pp | 418.76%-408.2pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $2,042 | $3,811-46.4% | $4,934-58.6% | $2,624-22.2% |
| Participant deferral / active EE | $3,316 | $7,304-54.6% | $8,070-58.9% | $4,347-23.7% |
| Admin fee / account holder | $17,617 | $1,748+907.9% | $13,006+35.5% | $1,944+806.4% |