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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 | $164,825 | $209,874-21.5% | $189,537-13.0% | $167,536-1.6% |
| Participation rate | 4.3% | 88.7%-84.3pp | 87.8%-83.5pp | 82.1%-77.8pp |
| Annual return | 8.32% | 748.61%-740.3pp | 555.34%-547.0pp | 478.82%-470.5pp |
| Employer contribution / active EE | $2,217 | $6,913-67.9% | $6,161-64.0% | $4,839-54.2% |
| Participant deferral / active EE | $4,540 | $8,934-49.2% | $8,220-44.8% | $6,342-28.4% |
| Admin fee / account holder | $6,181 | $14,299-56.8% | $12,048-48.7% | $12,315-49.8% |