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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 | $249,586 | $97,125+157.0% | $86,233+189.4% | $137,256+81.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 9.34% | 74.19%-64.8pp | 61.39%-52.0pp | 220.34%-211.0pp |
| Employer contribution / active EE | $2,231 | $2,841-21.5% | $2,504-10.9% | $4,156-46.3% |
| Participant deferral / active EE | $11,750 | $5,180+126.8% | $4,559+157.7% | $6,407+83.4% |
| Admin fee / account holder | $1,131,684 | $9,725+11537.4% | $8,342+13465.9% | $12,270+9123.1% |