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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 | $199,467 | $176,105+13.3% | $159,474+25.1% | $167,536+19.1% |
| Participation rate | 55.6% | 85.0%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 8.96% | 331.91%-323.0pp | 263.68%-254.7pp | 478.82%-469.9pp |
| Employer contribution / active EE | $2,052 | $5,299-61.3% | $4,831-57.5% | $4,839-57.6% |
| Participant deferral / active EE | $11,317 | $7,751+46.0% | $7,353+53.9% | $6,342+78.4% |
| Admin fee / account holder | $8,051 | $12,559-35.9% | $10,802-25.5% | $12,315-34.6% |