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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 | $233,327 | $140,592+66.0% | $123,105+89.5% | $125,389+86.1% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -4.48% | 16.80%-21.3pp | 13.22%-17.7pp | 282.24%-286.7pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,422 | $6,980+20.7% | $6,229+35.2% | $5,352+57.4% |
| Admin fee / account holder | $947 | $11,198-91.5% | $9,014-89.5% | $9,541-90.1% |