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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 | $180,044 | $160,070+12.5% | $147,117+22.4% | $145,897+23.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 6.42% | 98.69%-92.3pp | 420.54%-414.1pp | 552.29%-545.9pp |
| Employer contribution / active EE | $1,430 | $5,285-72.9% | $4,932-71.0% | $4,663-69.3% |
| Participant deferral / active EE | $10,097 | $8,419+19.9% | $8,065+25.2% | $6,689+50.9% |
| Admin fee / account holder | $3,940 | $15,035-73.8% | $12,993-69.7% | $13,390-70.6% |