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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 | $224,733 | $111,535+101.5% | $105,223+113.6% | $137,256+63.7% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.0%-5.8pp | 80.0%-10.7pp |
| Annual return | 10.20% | 237.85%-227.7pp | 180.65%-170.5pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,421 | $3,939-63.9% | $3,689-61.5% | $4,156-65.8% |
| Participant deferral / active EE | $3,565 | $5,500-35.2% | $5,072-29.7% | $6,407-44.4% |
| Admin fee / account holder | $2,728 | $9,721-71.9% | $8,859-69.2% | $12,270-77.8% |