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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 | $233,656 | $160,028+46.0% | $147,080+58.9% | $145,884+60.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.42% | 98.60%-90.2pp | 420.17%-411.8pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,052 | $5,286-80.1% | $4,933-78.7% | $4,662-77.4% |
| Participant deferral / active EE | $3,249 | $8,422-61.4% | $8,066-59.7% | $6,690-51.4% |
| Admin fee / account holder | $12,087 | $15,030-19.6% | $12,989-6.9% | $13,392-9.7% |