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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 | $217,747 | $138,075+57.7% | $123,552+76.2% | $135,379+60.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -11.16% | 153.70%-164.9pp | 119.20%-130.4pp | 519.79%-531.0pp |
| Employer contribution / active EE | $5,252 | $5,152+1.9% | $4,628+13.5% | $4,779+9.9% |
| Participant deferral / active EE | $10,235 | $6,800+50.5% | $6,426+59.3% | $5,609+82.5% |
| Admin fee / account holder | $3,667 | $10,917-66.4% | $9,285-60.5% | $10,828-66.1% |