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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 | $198,752 | $181,896+9.3% | $156,551+27.0% | $273,972-27.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | -0.19% | 30.74%-30.9pp | 32.23%-32.4pp | 41.46%-41.6pp |
| Employer contribution / active EE | $2,122 | $6,248-66.0% | $5,501-61.4% | $4,869-56.4% |
| Participant deferral / active EE | $2,679 | $5,550-51.7% | $4,871-45.0% | $5,287-49.3% |
| Admin fee / account holder | $52,386 | $15,560+236.7% | $13,028+302.1% | $10,133+417.0% |