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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 | $170,197 | $160,028+6.4% | $147,080+15.7% | $145,884+16.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.71% | 98.60%-90.9pp | 420.17%-412.5pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,467 | $5,286-72.2% | $4,933-70.3% | $4,662-68.5% |
| Participant deferral / active EE | $10,465 | $8,422+24.3% | $8,066+29.7% | $6,690+56.4% |
| Admin fee / account holder | $43,185 | $15,030+187.3% | $12,989+232.5% | $13,392+222.5% |