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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 | $111,535+122.3% | $105,223+135.7% | $137,256+80.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 8.35% | 237.85%-229.5pp | 180.65%-172.3pp | 220.34%-212.0pp |
| Employer contribution / active EE | $2,987 | $3,939-24.2% | $3,689-19.0% | $4,156-28.1% |
| Participant deferral / active EE | $5,737 | $5,500+4.3% | $5,072+13.1% | $6,407-10.5% |
| Admin fee / account holder | $314 | $9,721-96.8% | $8,859-96.5% | $12,270-97.4% |