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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 | $202,490 | $175,259+15.5% | $149,723+35.2% | $139,487+45.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 4.22% | 166.82%-162.6pp | 134.50%-130.3pp | 373.84%-369.6pp |
| Employer contribution / active EE | $2,603 | $5,478-52.5% | $4,821-46.0% | $4,755-45.2% |
| Participant deferral / active EE | $5,165 | $6,522-20.8% | $5,682-9.1% | $6,713-23.0% |
| Admin fee / account holder | $3,356 | $16,158-79.2% | $13,215-74.6% | $11,407-70.6% |