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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 | $216,547 | $135,956+59.3% | $123,894+74.8% | $273,972-21.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | -1.23% | 56.63%-57.9pp | 47.52%-48.7pp | 41.46%-42.7pp |
| Employer contribution / active EE | $4,160 | $5,170-19.5% | $4,617-9.9% | $4,869-14.6% |
| Participant deferral / active EE | $11,993 | $6,343+89.1% | $5,984+100.4% | $5,287+126.8% |
| Admin fee / account holder | $6,153 | $9,817-37.3% | $8,357-26.4% | $10,133-39.3% |