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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 | $191,129 | $118,695+61.0% | $98,916+93.2% | $158,950+20.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 2.38% | 372.39%-370.0pp | 196.45%-194.1pp | 302.91%-300.5pp |
| Employer contribution / active EE | $2,303 | $3,333-30.9% | $2,689-14.4% | $4,762-51.6% |
| Participant deferral / active EE | $6,541 | $5,088+28.5% | $4,245+54.1% | $5,983+9.3% |
| Admin fee / account holder | $8,412 | $10,132-17.0% | $6,642+26.6% | $11,248-25.2% |