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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 | $186,648 | $148,558+25.6% | $135,925+37.3% | $139,427+33.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 5.19% | 79.22%-74.0pp | 68.25%-63.1pp | 373.27%-368.1pp |
| Employer contribution / active EE | $1,626 | $5,244-69.0% | $4,857-66.5% | $4,752-65.8% |
| Participant deferral / active EE | $5,309 | $8,101-34.5% | $7,759-31.6% | $6,711-20.9% |
| Admin fee / account holder | $58,030 | $12,401+367.9% | $10,764+439.1% | $11,404+408.9% |