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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 | $247,883 | $211,946+17.0% | $169,452+46.3% | $135,379+83.1% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -10.78% | 3.26%-14.0pp | 1.83%-12.6pp | 519.79%-530.6pp |
| Employer contribution / active EE | $977 | $5,117-80.9% | $4,157-76.5% | $4,779-79.5% |
| Participant deferral / active EE | $8,440 | $6,075+38.9% | $5,277+59.9% | $5,609+50.5% |
| Admin fee / account holder | $989 | $11,472-91.4% | $9,110-89.1% | $10,828-90.9% |