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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 | $191,730 | $160,070+19.8% | $147,117+30.3% | $145,897+31.4% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.1pp | 80.3%-19.2pp |
| Annual return | 9.51% | 98.69%-89.2pp | 420.54%-411.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,903 | $5,285-45.1% | $4,932-41.1% | $4,663-37.7% |
| Participant deferral / active EE | $6,939 | $8,419-17.6% | $8,065-14.0% | $6,689+3.7% |
| Admin fee / account holder | $30,575 | $15,035+103.4% | $12,993+135.3% | $13,390+128.3% |