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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 | $160,028+20.4% | $147,080+31.0% | $145,884+32.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.90% | 98.60%-89.7pp | 420.17%-411.3pp | 551.85%-542.9pp |
| Employer contribution / active EE | $4,056 | $5,286-23.3% | $4,933-17.8% | $4,662-13.0% |
| Participant deferral / active EE | $6,882 | $8,422-18.3% | $8,066-14.7% | $6,690+2.9% |
| Admin fee / account holder | $6,157 | $15,030-59.0% | $12,989-52.6% | $13,392-54.0% |