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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 | $219,533 | $159,978+37.2% | $147,041+49.3% | $145,978+50.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.24% | 98.36%-89.1pp | 419.21%-410.0pp | 550.52%-541.3pp |
| Employer contribution / active EE | $2,344 | $5,288-55.7% | $4,935-52.5% | $4,662-49.7% |
| Participant deferral / active EE | $9,597 | $8,429+13.9% | $8,071+18.9% | $6,690+43.5% |
| Admin fee / account holder | $89,329 | $15,053+493.4% | $13,006+586.8% | $13,400+566.6% |