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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 | $246,766 | $198,457+24.3% | $170,435+44.8% | $147,586+67.2% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 6.02% | 257.30%-251.3pp | 205.94%-199.9pp | 578.59%-572.6pp |
| Employer contribution / active EE | $1,776 | $6,183-71.3% | $5,432-67.3% | $4,876-63.6% |
| Participant deferral / active EE | $4,853 | $5,629-13.8% | $4,939-1.8% | $5,439-10.8% |
| Admin fee / account holder | $45,435 | $16,852+169.6% | $13,881+227.3% | $10,886+317.4% |