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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 | $225,598 | $160,070+40.9% | $147,117+53.3% | $145,897+54.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 7.54% | 98.69%-91.1pp | 420.54%-413.0pp | 552.29%-544.8pp |
| Employer contribution / active EE | $3,406 | $5,285-35.5% | $4,932-30.9% | $4,663-27.0% |
| Participant deferral / active EE | $7,634 | $8,419-9.3% | $8,065-5.3% | $6,689+14.1% |
| Admin fee / account holder | $55,853 | $15,035+271.5% | $12,993+329.9% | $13,390+317.1% |