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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 | $199,891 | $160,028+24.9% | $147,080+35.9% | $145,884+37.0% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 8.44% | 98.60%-90.2pp | 420.17%-411.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,475 | $5,286-72.1% | $4,933-70.1% | $4,662-68.4% |
| Participant deferral / active EE | $3,278 | $8,422-61.1% | $8,066-59.4% | $6,690-51.0% |
| Admin fee / account holder | $3,705 | $15,030-75.4% | $12,989-71.5% | $13,392-72.3% |