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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 | $215,294 | $160,040+34.5% | $147,096+46.4% | $145,877+47.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.40% | 98.49%-90.1pp | 419.75%-411.3pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,289 | $5,289-75.6% | $4,936-73.9% | $4,663-72.3% |
| Participant deferral / active EE | $8,219 | $8,429-2.5% | $8,071+1.8% | $6,691+22.8% |
| Admin fee / account holder | $787 | $15,050-94.8% | $13,005-93.9% | $13,402-94.1% |