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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 | $196,507 | $167,522+17.3% | $151,639+29.6% | $134,532+46.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -22.72% | 7.81%-30.5pp | 3.34%-26.1pp | 418.27%-441.0pp |
| Employer contribution / active EE | $11,782 | $6,828+72.5% | $6,165+91.1% | $4,741+148.5% |
| Participant deferral / active EE | $8,283 | $8,986-7.8% | $8,363-1.0% | $6,401+29.4% |
| Admin fee / account holder | $5,629 | $13,780-59.1% | $11,613-51.5% | $11,429-50.7% |