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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 | $195,560 | $167,362+16.8% | $143,799+36.0% | $134,532+45.4% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -27.32% | 0.47%-27.8pp | -0.04%-27.3pp | 418.27%-445.6pp |
| Employer contribution / active EE | $2,022 | $5,620-64.0% | $4,952-59.2% | $4,741-57.3% |
| Participant deferral / active EE | $10,642 | $6,447+65.1% | $5,638+88.7% | $6,401+66.3% |
| Admin fee / account holder | $38,190 | $18,094+111.1% | $14,677+160.2% | $11,429+234.2% |