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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 | $165,939 | $132,310+25.4% | $105,754+56.9% | $273,972-39.4% |
| Participation rate | 66.7% | 83.2%-16.5pp | 78.9%-12.2pp | 83.0%-16.3pp |
| Annual return | -0.39% | 10.08%-10.5pp | 12.25%-12.6pp | 41.46%-41.8pp |
| Employer contribution / active EE | $10,878 | $4,867+123.5% | $4,079+166.7% | $4,869+123.4% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,268 | $12,036+10.2% | $8,309+59.7% | $10,133+30.9% |