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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 | $164,628 | $160,028+2.9% | $147,080+11.9% | $145,884+12.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 5.97% | 98.60%-92.6pp | 420.17%-414.2pp | 551.85%-545.9pp |
| Employer contribution / active EE | $6,188 | $5,286+17.1% | $4,933+25.4% | $4,662+32.7% |
| Participant deferral / active EE | $3,955 | $8,422-53.0% | $8,066-51.0% | $6,690-40.9% |
| Admin fee / account holder | $1,354 | $15,030-91.0% | $12,989-89.6% | $13,392-89.9% |