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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 | $189,803 | $117,777+61.2% | $71,778+164.4% | $134,545+41.1% |
| Participation rate | 66.7% | 68.9%-2.2pp | 62.3%+4.3pp | 81.2%-14.6pp |
| Annual return | -28.69% | 25.46%-54.1pp | 9.15%-37.8pp | 418.37%-447.1pp |
| Employer contribution / active EE | $18,097 | $2,525+616.6% | $1,704+961.9% | $4,742+281.7% |
| Participant deferral / active EE | $15,833 | $3,756+321.6% | $2,656+496.1% | $6,401+147.3% |
| Admin fee / account holder | $8,520 | $6,379+33.6% | $3,974+114.4% | $11,431-25.5% |