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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 | $219,476 | $167,353+31.1% | $143,797+52.6% | $134,545+63.1% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -25.10% | 0.48%-25.6pp | -0.04%-25.1pp | 418.37%-443.5pp |
| Employer contribution / active EE | $2,500 | $5,620-55.5% | $4,952-49.5% | $4,742-47.3% |
| Participant deferral / active EE | $6,728 | $6,447+4.4% | $5,638+19.3% | $6,401+5.1% |
| Admin fee / account holder | $1,059 | $18,096-94.1% | $14,679-92.8% | $11,431-90.7% |