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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 | $211,689 | $167,362+26.5% | $143,799+47.2% | $134,532+57.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -20.31% | 0.47%-20.8pp | -0.04%-20.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $2,649 | $5,620-52.9% | $4,952-46.5% | $4,741-44.1% |
| Participant deferral / active EE | $9,130 | $6,447+41.6% | $5,638+61.9% | $6,401+42.6% |
| Admin fee / account holder | $2,722 | $18,094-85.0% | $14,677-81.5% | $11,429-76.2% |