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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 | $193,871 | $106,008+82.9% | $92,240+110.2% | $147,586+31.4% |
| Participation rate | 61.5% | 80.4%-18.9pp | 76.5%-14.9pp | 82.8%-21.3pp |
| Annual return | 4.43% | 50.05%-45.6pp | 176.29%-171.9pp | 578.59%-574.2pp |
| Employer contribution / active EE | $12,057 | $4,333+178.2% | $3,680+227.7% | $4,876+147.3% |
| Participant deferral / active EE | $4,615 | $4,478+3.1% | $3,897+18.4% | $5,439-15.1% |
| Admin fee / account holder | $3,187 | $6,333-49.7% | $5,194-38.6% | $10,886-70.7% |