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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 | $191,839 | $99,994+91.9% | $146,643+30.8% | $85,847+123.5% |
| Participation rate | 48.0% | 73.1%-25.1pp | 80.1%-32.1pp | 69.3%-21.3pp |
| Annual return | -4.39% | 18.93%-23.3pp | 22.75%-27.1pp | 318.61%-323.0pp |
| Employer contribution / active EE | $1,793 | $2,559-29.9% | $4,137-56.7% | $2,565-30.1% |
| Participant deferral / active EE | $3,025 | $4,006-24.5% | $5,506-45.1% | $3,952-23.5% |
| Admin fee / account holder | $10,552 | $7,703+37.0% | $10,280+2.6% | $6,261+68.5% |