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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 | $206,171 | $167,504+23.1% | $151,628+36.0% | $134,509+53.3% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -23.50% | 7.81%-31.3pp | 3.34%-26.8pp | 418.13%-441.6pp |
| Employer contribution / active EE | $2,379 | $6,828-65.2% | $6,165-61.4% | $4,741-49.8% |
| Participant deferral / active EE | $9,599 | $8,985+6.8% | $8,363+14.8% | $6,400+50.0% |
| Admin fee / account holder | $327 | $13,779-97.6% | $11,613-97.2% | $11,427-97.1% |