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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 | $183,514 | $159,978+14.7% | $147,041+24.8% | $145,978+25.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 7.60% | 98.36%-90.8pp | 419.21%-411.6pp | 550.52%-542.9pp |
| Employer contribution / active EE | $1,219 | $5,288-76.9% | $4,935-75.3% | $4,662-73.8% |
| Participant deferral / active EE | $5,921 | $8,429-29.8% | $8,071-26.6% | $6,690-11.5% |
| Admin fee / account holder | $961 | $15,053-93.6% | $13,006-92.6% | $13,400-92.8% |