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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 | $167,194 | $160,070+4.5% | $147,117+13.6% | $145,897+14.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.79% | 98.69%-91.9pp | 420.54%-413.7pp | 552.29%-545.5pp |
| Employer contribution / active EE | $2,400 | $5,285-54.6% | $4,932-51.3% | $4,663-48.5% |
| Participant deferral / active EE | $7,800 | $8,419-7.4% | $8,065-3.3% | $6,689+16.6% |
| Admin fee / account holder | $8,234 | $15,035-45.2% | $12,993-36.6% | $13,390-38.5% |