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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 | $211,945 | $160,070+32.4% | $147,117+44.1% | $145,897+45.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.27% | 98.69%-89.4pp | 420.54%-411.3pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,667 | $5,285-49.5% | $4,932-45.9% | $4,663-42.8% |
| Participant deferral / active EE | $6,325 | $8,419-24.9% | $8,065-21.6% | $6,689-5.4% |
| Admin fee / account holder | $46,251 | $15,035+207.6% | $12,993+256.0% | $13,390+245.4% |