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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 | $188,864 | $160,070+18.0% | $147,117+28.4% | $145,897+29.4% |
| Participation rate | 30.8% | 84.0%-53.3pp | 82.2%-51.4pp | 80.3%-49.5pp |
| Annual return | 7.25% | 98.69%-91.4pp | 420.54%-413.3pp | 552.29%-545.0pp |
| Employer contribution / active EE | $2,685 | $5,285-49.2% | $4,932-45.6% | $4,663-42.4% |
| Participant deferral / active EE | $2,685 | $8,419-68.1% | $8,065-66.7% | $6,689-59.9% |
| Admin fee / account holder | $3,625 | $15,035-75.9% | $12,993-72.1% | $13,390-72.9% |