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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 | $201,147 | $159,978+25.7% | $147,041+36.8% | $145,978+37.8% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 6.51% | 98.36%-91.9pp | 419.21%-412.7pp | 550.52%-544.0pp |
| Employer contribution / active EE | $3,478 | $5,288-34.2% | $4,935-29.5% | $4,662-25.4% |
| Participant deferral / active EE | $8,260 | $8,429-2.0% | $8,071+2.3% | $6,690+23.5% |
| Admin fee / account holder | $1,370 | $15,053-90.9% | $13,006-89.5% | $13,400-89.8% |