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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 | $236,513 | $160,070+47.8% | $147,117+60.8% | $145,897+62.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.63% | 98.69%-91.1pp | 420.54%-412.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $2,667 | $5,285-49.5% | $4,932-45.9% | $4,663-42.8% |
| Participant deferral / active EE | $20,333 | $8,419+141.5% | $8,065+152.1% | $6,689+204.0% |
| Admin fee / account holder | $500 | $15,035-96.7% | $12,993-96.2% | $13,390-96.3% |