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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 | $129,737+59.6% | $119,126+73.8% | $154,746+33.8% |
| Participation rate | 58.8% | 78.9%-20.0pp | 75.8%-16.9pp | 80.7%-21.9pp |
| Annual return | 6.32% | 379.08%-372.8pp | 282.11%-275.8pp | 172.34%-166.0pp |
| Employer contribution / active EE | $2,625 | $4,375-40.0% | $4,034-34.9% | $4,379-40.1% |
| Participant deferral / active EE | $4,535 | $5,842-22.4% | $5,318-14.7% | $6,730-32.6% |
| Admin fee / account holder | $2,049 | $11,961-82.9% | $10,693-80.8% | $14,365-85.7% |