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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 | $139,937 | $93,117+50.3% | $77,096+81.5% | $134,532+4.0% |
| Participation rate | 57.1% | 74.5%-17.4pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -21.54% | 62.67%-84.2pp | 42.35%-63.9pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,293 | $3,420-62.2% | $2,814-54.1% | $4,741-72.7% |
| Participant deferral / active EE | $6,954 | $5,241+32.7% | $4,429+57.0% | $6,401+8.6% |
| Admin fee / account holder | $3,787 | $6,948-45.5% | $5,428-30.2% | $11,429-66.9% |