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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 | $183,681 | $209,888-12.5% | $189,545-3.1% | $167,553+9.6% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 6.20% | 748.66%-742.5pp | 555.36%-549.2pp | 478.89%-472.7pp |
| Employer contribution / active EE | $2,214 | $6,915-68.0% | $6,162-64.1% | $4,840-54.3% |
| Participant deferral / active EE | $4,433 | $8,934-50.4% | $8,220-46.1% | $6,343-30.1% |
| Admin fee / account holder | $1,066 | $14,300-92.5% | $12,049-91.2% | $12,316-91.3% |