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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 | $242,992 | $209,425+16.0% | $178,499+36.1% | $158,966+52.9% |
| Participation rate | 61.9% | 86.4%-24.4pp | 81.9%-20.0pp | 82.0%-20.1pp |
| Annual return | 4.59% | 188.80%-184.2pp | 151.10%-146.5pp | 302.95%-298.4pp |
| Employer contribution / active EE | $1,993 | $5,707-65.1% | $5,011-60.2% | $4,762-58.2% |
| Participant deferral / active EE | $3,396 | $5,955-43.0% | $5,202-34.7% | $5,983-43.2% |
| Admin fee / account holder | $7,630 | $17,078-55.3% | $13,986-45.4% | $11,250-32.2% |