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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 | $188,181 | $160,040+17.6% | $147,096+27.9% | $145,877+29.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.21% | 98.49%-91.3pp | 419.75%-412.5pp | 551.28%-544.1pp |
| Employer contribution / active EE | $2,483 | $5,289-53.1% | $4,936-49.7% | $4,663-46.8% |
| Participant deferral / active EE | $12,227 | $8,429+45.1% | $8,071+51.5% | $6,691+82.7% |
| Admin fee / account holder | $38,667 | $15,050+156.9% | $13,005+197.3% | $13,402+188.5% |