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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 | $174,215 | $88,815+96.2% | $81,882+112.8% | $145,897+19.4% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 8.30% | 1033.75%-1025.4pp | 779.47%-771.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,887 | $3,086-38.9% | $2,916-35.3% | $4,663-59.5% |
| Participant deferral / active EE | $6,163 | $4,647+32.6% | $4,323+42.5% | $6,689-7.9% |
| Admin fee / account holder | $3,869 | $8,434-54.1% | $7,360-47.4% | $13,390-71.1% |