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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 | $223,705 | $167,362+33.7% | $143,799+55.6% | $134,532+66.3% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -21.50% | 0.47%-22.0pp | -0.04%-21.5pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,742 | $5,620-69.0% | $4,952-64.8% | $4,741-63.3% |
| Participant deferral / active EE | $6,204 | $6,447-3.8% | $5,638+10.0% | $6,401-3.1% |
| Admin fee / account holder | $1,660 | $18,094-90.8% | $14,677-88.7% | $11,429-85.5% |