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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 | $154,464 | $43,730+253.2% | $121,220+27.4% | $64,173+140.7% |
| Participation rate | 61.1% | 58.3%+2.8pp | 71.8%-10.6pp | 69.6%-8.5pp |
| Annual return | -8.38% | 68.94%-77.3pp | 16.94%-25.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $3,820 | $1,297+194.6% | $4,023-5.0% | $2,381+60.5% |
| Participant deferral / active EE | $6,289 | $2,281+175.8% | $3,345+88.0% | $3,470+81.3% |
| Admin fee / account holder | $4,242 | $3,502+21.1% | $5,021-15.5% | $4,887-13.2% |