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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 | $183,868 | $160,028+14.9% | $147,080+25.0% | $145,884+26.0% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-60.0pp | 80.3%-58.1pp |
| Annual return | 9.01% | 98.60%-89.6pp | 420.17%-411.2pp | 551.85%-542.8pp |
| Employer contribution / active EE | $2,585 | $5,286-51.1% | $4,933-47.6% | $4,662-44.6% |
| Participant deferral / active EE | $5,163 | $8,422-38.7% | $8,066-36.0% | $6,690-22.8% |
| Admin fee / account holder | $24,554 | $15,030+63.4% | $12,989+89.0% | $13,392+83.4% |