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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 | $195,922 | $167,362+17.1% | $143,799+36.2% | $134,532+45.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -27.08% | 0.47%-27.6pp | -0.04%-27.0pp | 418.27%-445.3pp |
| Employer contribution / active EE | $3,620 | $5,620-35.6% | $4,952-26.9% | $4,741-23.7% |
| Participant deferral / active EE | $6,381 | $6,447-1.0% | $5,638+13.2% | $6,401-0.3% |
| Admin fee / account holder | $510 | $18,094-97.2% | $14,677-96.5% | $11,429-95.5% |