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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 | $247,987 | $129,737+91.1% | $119,126+108.2% | $154,746+60.3% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 8.35% | 379.08%-370.7pp | 282.11%-273.8pp | 172.34%-164.0pp |
| Employer contribution / active EE | $2,987 | $4,375-31.7% | $4,034-25.9% | $4,379-31.8% |
| Participant deferral / active EE | $5,737 | $5,842-1.8% | $5,318+7.9% | $6,730-14.8% |
| Admin fee / account holder | $314 | $11,961-97.4% | $10,693-97.1% | $14,365-97.8% |