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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 | $192,721 | $160,070+20.4% | $147,117+31.0% | $145,897+32.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.90% | 98.69%-89.8pp | 420.54%-411.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $4,056 | $5,285-23.3% | $4,932-17.8% | $4,663-13.0% |
| Participant deferral / active EE | $6,882 | $8,419-18.3% | $8,065-14.7% | $6,689+2.9% |
| Admin fee / account holder | $6,157 | $15,035-59.1% | $12,993-52.6% | $13,390-54.0% |