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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 | $222,955 | $167,352+33.2% | $143,788+55.1% | $134,509+65.8% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -20.19% | 0.47%-20.7pp | -0.03%-20.2pp | 418.13%-438.3pp |
| Employer contribution / active EE | $3,287 | $5,620-41.5% | $4,952-33.6% | $4,741-30.7% |
| Participant deferral / active EE | $24,046 | $6,447+273.0% | $5,638+326.5% | $6,400+275.7% |
| Admin fee / account holder | $71,146 | $18,091+293.3% | $14,675+384.8% | $11,427+522.6% |