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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 | $216,664 | $217,432-0.4% | $185,849+16.6% | $167,536+29.3% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 7.44% | 148.42%-141.0pp | 122.10%-114.7pp | 478.82%-471.4pp |
| Employer contribution / active EE | $16,000 | $5,875+172.4% | $5,169+209.6% | $4,839+230.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $639,991 | $19,818+3129.3% | $16,244+3839.9% | $12,315+5097.0% |