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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 | $136,886 | $209,874-34.8% | $189,537-27.8% | $167,536-18.3% |
| Participation rate | 62.5% | 88.7%-26.2pp | 87.8%-25.3pp | 82.1%-19.6pp |
| Annual return | 8.33% | 748.61%-740.3pp | 555.34%-547.0pp | 478.82%-470.5pp |
| Employer contribution / active EE | $1,707 | $6,913-75.3% | $6,161-72.3% | $4,839-64.7% |
| Participant deferral / active EE | $6,455 | $8,934-27.7% | $8,220-21.5% | $6,342+1.8% |
| Admin fee / account holder | $1,374 | $14,299-90.4% | $12,048-88.6% | $12,315-88.8% |