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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 | $209,509 | $160,070+30.9% | $147,117+42.4% | $145,897+43.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 7.92% | 98.69%-90.8pp | 420.54%-412.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $3,200 | $5,285-39.4% | $4,932-35.1% | $4,663-31.4% |
| Participant deferral / active EE | $7,667 | $8,419-8.9% | $8,065-4.9% | $6,689+14.6% |
| Admin fee / account holder | $3,000 | $15,035-80.0% | $12,993-76.9% | $13,390-77.6% |