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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 | $159,978+19.8% | $147,041+30.4% | $145,978+31.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.14% | 98.36%-90.2pp | 419.21%-411.1pp | 550.52%-542.4pp |
| Employer contribution / active EE | $2,074 | $5,288-60.8% | $4,935-58.0% | $4,662-55.5% |
| Participant deferral / active EE | $6,583 | $8,429-21.9% | $8,071-18.4% | $6,690-1.6% |
| Admin fee / account holder | $3,882 | $15,053-74.2% | $13,006-70.2% | $13,400-71.0% |