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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 | $221,989 | $160,028+38.7% | $147,080+50.9% | $145,884+52.2% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 8.81% | 98.60%-89.8pp | 420.17%-411.4pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,437 | $5,286-72.8% | $4,933-70.9% | $4,662-69.2% |
| Participant deferral / active EE | $3,358 | $8,422-60.1% | $8,066-58.4% | $6,690-49.8% |
| Admin fee / account holder | $2,011 | $15,030-86.6% | $12,989-84.5% | $13,392-85.0% |