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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 | $200,696 | $107,363+86.9% | $92,909+116.0% | $152,897+31.3% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 3.18% | 145.63%-142.4pp | 109.44%-106.3pp | 345.43%-342.2pp |
| Employer contribution / active EE | $2,492 | $4,222-41.0% | $3,653-31.8% | $4,764-47.7% |
| Participant deferral / active EE | $3,358 | $4,848-30.7% | $4,238-20.8% | $5,851-42.6% |
| Admin fee / account holder | $1,620 | $7,082-77.1% | $5,795-72.0% | $11,599-86.0% |