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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 | $191,684 | $150,447+27.4% | $136,298+40.6% | $147,586+29.9% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 10.34% | 1049.15%-1038.8pp | 5156.27%-5145.9pp | 578.59%-568.3pp |
| Employer contribution / active EE | $2,765 | $5,256-47.4% | $4,696-41.1% | $4,876-43.3% |
| Participant deferral / active EE | $9,499 | $6,631+43.3% | $6,247+52.1% | $5,439+74.7% |
| Admin fee / account holder | $691 | $10,906-93.7% | $9,244-92.5% | $10,886-93.7% |