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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 | $190,366 | $209,425-9.1% | $178,499+6.6% | $158,966+19.8% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 2.32% | 188.80%-186.5pp | 151.10%-148.8pp | 302.95%-300.6pp |
| Employer contribution / active EE | $1,921 | $5,707-66.3% | $5,011-61.7% | $4,762-59.7% |
| Participant deferral / active EE | $5,450 | $5,955-8.5% | $5,202+4.8% | $5,983-8.9% |
| Admin fee / account holder | $2,478 | $17,078-85.5% | $13,986-82.3% | $11,250-78.0% |