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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 | $244,533 | $167,362+46.1% | $143,799+70.1% | $134,532+81.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -20.83% | 0.47%-21.3pp | -0.04%-20.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,703 | $5,620-69.7% | $4,952-65.6% | $4,741-64.1% |
| Participant deferral / active EE | $6,820 | $6,447+5.8% | $5,638+21.0% | $6,401+6.6% |
| Admin fee / account holder | $4,189 | $18,094-76.8% | $14,677-71.5% | $11,429-63.3% |