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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 | $196,356 | $138,072+42.2% | $123,549+58.9% | $135,382+45.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -12.13% | 153.69%-165.8pp | 119.20%-131.3pp | 519.77%-531.9pp |
| Employer contribution / active EE | $9,105 | $5,152+76.7% | $4,628+96.7% | $4,779+90.5% |
| Participant deferral / active EE | $14,667 | $6,799+115.7% | $6,426+128.2% | $5,609+161.5% |
| Admin fee / account holder | $1,019 | $10,917-90.7% | $9,284-89.0% | $10,829-90.6% |