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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 | $190,368 | $167,362+13.7% | $143,799+32.4% | $134,532+41.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -20.14% | 0.47%-20.6pp | -0.04%-20.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $5,920 | $5,620+5.3% | $4,952+19.5% | $4,741+24.9% |
| Participant deferral / active EE | $8,060 | $6,447+25.0% | $5,638+42.9% | $6,401+25.9% |
| Admin fee / account holder | $2,508 | $18,094-86.1% | $14,677-82.9% | $11,429-78.1% |