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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 | $232,527 | $160,028+45.3% | $147,080+58.1% | $145,884+59.4% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 6.22% | 98.60%-92.4pp | 420.17%-413.9pp | 551.85%-545.6pp |
| Employer contribution / active EE | $1,533 | $5,286-71.0% | $4,933-68.9% | $4,662-67.1% |
| Participant deferral / active EE | $3,833 | $8,422-54.5% | $8,066-52.5% | $6,690-42.7% |
| Admin fee / account holder | $2,866 | $15,030-80.9% | $12,989-77.9% | $13,392-78.6% |