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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 | $151,643 | $124,187+22.1% | $108,410+39.9% | $167,518-9.5% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 9.77% | 1379.80%-1370.0pp | 905.34%-895.6pp | 478.71%-468.9pp |
| Employer contribution / active EE | $2,517 | $4,187-39.9% | $3,558-29.3% | $4,838-48.0% |
| Participant deferral / active EE | $9,108 | $6,908+31.8% | $6,562+38.8% | $6,342+43.6% |
| Admin fee / account holder | $7,601 | $9,456-19.6% | $7,296+4.2% | $12,312-38.3% |