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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 | $171,487 | $160,028+7.2% | $147,080+16.6% | $145,884+17.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.54% | 98.60%-90.1pp | 420.17%-411.6pp | 551.85%-543.3pp |
| Employer contribution / active EE | $2,684 | $5,286-49.2% | $4,933-45.6% | $4,662-42.4% |
| Participant deferral / active EE | $3,270 | $8,422-61.2% | $8,066-59.5% | $6,690-51.1% |
| Admin fee / account holder | $573 | $15,030-96.2% | $12,989-95.6% | $13,392-95.7% |