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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 | $195,692 | $209,422-6.6% | $178,503+9.6% | $158,982+23.1% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 3.44% | 188.81%-185.4pp | 151.12%-147.7pp | 302.99%-299.6pp |
| Employer contribution / active EE | $2,412 | $5,707-57.7% | $5,011-51.9% | $4,763-49.4% |
| Participant deferral / active EE | $4,918 | $5,955-17.4% | $5,202-5.5% | $5,983-17.8% |
| Admin fee / account holder | $1,310 | $17,079-92.3% | $13,987-90.6% | $11,252-88.4% |