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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 | $217,346 | $212,386+2.3% | $199,883+8.7% | $138,895+56.5% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | -1.52% | 47.75%-49.3pp | 43.81%-45.3pp | 145.39%-146.9pp |
| Employer contribution / active EE | $1,710 | $6,625-74.2% | $6,261-72.7% | $4,194-59.2% |
| Participant deferral / active EE | $6,521 | $9,617-32.2% | $9,138-28.6% | $6,396+1.9% |
| Admin fee / account holder | $601 | $18,233-96.7% | $17,268-96.5% | $12,562-95.2% |