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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 | $199,484 | $167,522+19.1% | $151,639+31.6% | $134,532+48.3% |
| Participation rate | 64.7% | 88.4%-23.7pp | 87.5%-22.8pp | 81.2%-16.5pp |
| Annual return | -22.69% | 7.81%-30.5pp | 3.34%-26.0pp | 418.27%-441.0pp |
| Employer contribution / active EE | $1,721 | $6,828-74.8% | $6,165-72.1% | $4,741-63.7% |
| Participant deferral / active EE | $6,045 | $8,986-32.7% | $8,363-27.7% | $6,401-5.6% |
| Admin fee / account holder | $2,447 | $13,780-82.2% | $11,613-78.9% | $11,429-78.6% |