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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 | $160,040+30.9% | $147,096+42.4% | $145,877+43.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 7.92% | 98.49%-90.6pp | 419.75%-411.8pp | 551.28%-543.4pp |
| Employer contribution / active EE | $3,200 | $5,289-39.5% | $4,936-35.2% | $4,663-31.4% |
| Participant deferral / active EE | $7,667 | $8,429-9.0% | $8,071-5.0% | $6,691+14.6% |
| Admin fee / account holder | $3,000 | $15,050-80.1% | $13,005-76.9% | $13,402-77.6% |