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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 | $167,880 | $160,070+4.9% | $147,117+14.1% | $145,897+15.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.22% | 98.69%-89.5pp | 420.54%-411.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $2,866 | $5,285-45.8% | $4,932-41.9% | $4,663-38.5% |
| Participant deferral / active EE | $3,827 | $8,419-54.5% | $8,065-52.5% | $6,689-42.8% |
| Admin fee / account holder | $67,449 | $15,035+348.6% | $12,993+419.1% | $13,390+403.7% |