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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 | $244,042 | $160,040+52.5% | $147,096+65.9% | $145,877+67.3% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 9.65% | 98.49%-88.8pp | 419.75%-410.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,631 | $8,429-56.9% | $8,071-55.0% | $6,691-45.7% |
| Admin fee / account holder | $65,809 | $15,050+337.3% | $13,005+406.0% | $13,402+391.0% |