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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 | $160,028+37.2% | $147,080+49.3% | $145,884+50.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.24% | 98.60%-89.4pp | 420.17%-410.9pp | 551.85%-542.6pp |
| Employer contribution / active EE | $2,344 | $5,286-55.6% | $4,933-52.5% | $4,662-49.7% |
| Participant deferral / active EE | $9,597 | $8,422+13.9% | $8,066+19.0% | $6,690+43.5% |
| Admin fee / account holder | $89,329 | $15,030+494.3% | $12,989+587.7% | $13,392+567.0% |