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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 | $207,038 | $111,535+85.6% | $105,223+96.8% | $137,256+50.8% |
| Participation rate | 58.8% | 78.1%-19.3pp | 75.0%-16.2pp | 80.0%-21.1pp |
| Annual return | 6.32% | 237.85%-231.5pp | 180.65%-174.3pp | 220.34%-214.0pp |
| Employer contribution / active EE | $2,625 | $3,939-33.4% | $3,689-28.8% | $4,156-36.8% |
| Participant deferral / active EE | $4,535 | $5,500-17.5% | $5,072-10.6% | $6,407-29.2% |
| Admin fee / account holder | $2,049 | $9,721-78.9% | $8,859-76.9% | $12,270-83.3% |