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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 | $176,506 | $167,362+5.5% | $143,799+22.7% | $134,532+31.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -22.04% | 0.47%-22.5pp | -0.04%-22.0pp | 418.27%-440.3pp |
| Employer contribution / active EE | $3,855 | $5,620-31.4% | $4,952-22.2% | $4,741-18.7% |
| Participant deferral / active EE | $5,925 | $6,447-8.1% | $5,638+5.1% | $6,401-7.4% |
| Admin fee / account holder | $42,160 | $18,094+133.0% | $14,677+187.2% | $11,429+268.9% |