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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 | $208,873 | $167,522+24.7% | $151,639+37.7% | $134,532+55.3% |
| Participation rate | 26.3% | 88.4%-62.1pp | 87.5%-61.2pp | 81.2%-54.9pp |
| Annual return | -27.71% | 7.81%-35.5pp | 3.34%-31.0pp | 418.27%-446.0pp |
| Employer contribution / active EE | $6,088 | $6,828-10.8% | $6,165-1.2% | $4,741+28.4% |
| Participant deferral / active EE | $4,398 | $8,986-51.1% | $8,363-47.4% | $6,401-31.3% |
| Admin fee / account holder | $23,886 | $13,780+73.3% | $11,613+105.7% | $11,429+109.0% |