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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 | $191,699 | $160,070+19.8% | $147,117+30.3% | $145,897+31.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.14% | 98.69%-90.5pp | 420.54%-412.4pp | 552.29%-544.1pp |
| Employer contribution / active EE | $2,074 | $5,285-60.8% | $4,932-58.0% | $4,663-55.5% |
| Participant deferral / active EE | $6,583 | $8,419-21.8% | $8,065-18.4% | $6,689-1.6% |
| Admin fee / account holder | $3,882 | $15,035-74.2% | $12,993-70.1% | $13,390-71.0% |