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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 | $189,311 | $160,040+18.3% | $147,096+28.7% | $145,877+29.8% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 8.82% | 98.49%-89.7pp | 419.75%-410.9pp | 551.28%-542.5pp |
| Employer contribution / active EE | $3,323 | $5,289-37.2% | $4,936-32.7% | $4,663-28.7% |
| Participant deferral / active EE | $6,577 | $8,429-22.0% | $8,071-18.5% | $6,691-1.7% |
| Admin fee / account holder | $6,125 | $15,050-59.3% | $13,005-52.9% | $13,402-54.3% |