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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 | $166,015 | $127,387+30.3% | $115,038+44.3% | $125,389+32.4% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -3.68% | 31.28%-35.0pp | 26.14%-29.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $2,217 | $5,166-57.1% | $4,608-51.9% | $4,866-54.4% |
| Participant deferral / active EE | $7,367 | $6,423+14.7% | $6,026+22.2% | $5,352+37.7% |
| Admin fee / account holder | $3,858 | $9,516-59.5% | $8,175-52.8% | $9,541-59.6% |