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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 | $159,934+5.0% | $147,005+14.2% | $145,959+15.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.22% | 98.24%-89.0pp | 418.76%-409.5pp | 561.95%-552.7pp |
| Employer contribution / active EE | $2,866 | $5,287-45.8% | $4,934-41.9% | $4,661-38.5% |
| Participant deferral / active EE | $3,827 | $8,427-54.6% | $8,070-52.6% | $6,689-42.8% |
| Admin fee / account holder | $67,449 | $15,053+348.1% | $13,006+418.6% | $13,398+403.4% |