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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 | $201,605 | $160,040+26.0% | $147,096+37.1% | $145,877+38.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.43% | 98.49%-90.1pp | 419.75%-411.3pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,950 | $5,289-63.1% | $4,936-60.5% | $4,663-58.2% |
| Participant deferral / active EE | $4,021 | $8,429-52.3% | $8,071-50.2% | $6,691-39.9% |
| Admin fee / account holder | $147,367 | $15,050+879.2% | $13,005+1033.1% | $13,402+999.6% |