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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 | $211,965 | $167,353+26.7% | $143,797+47.4% | $134,545+57.5% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -40.84% | 0.48%-41.3pp | -0.04%-40.8pp | 418.37%-459.2pp |
| Employer contribution / active EE | $1,826 | $5,620-67.5% | $4,952-63.1% | $4,742-61.5% |
| Participant deferral / active EE | $5,727 | $6,447-11.2% | $5,638+1.6% | $6,401-10.5% |
| Admin fee / account holder | $21,909 | $18,096+21.1% | $14,679+49.3% | $11,431+91.7% |