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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 | $164,516 | $57,352+186.9% | $83,830+96.3% | $64,173+156.4% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -9.72% | 11.38%-21.1pp | 850.97%-860.7pp | 7.63%-17.3pp |
| Employer contribution / active EE | $7,631 | $2,546+199.8% | $3,631+110.2% | $2,381+220.5% |
| Participant deferral / active EE | $8,006 | $2,993+167.5% | $4,082+96.1% | $3,470+130.7% |
| Admin fee / account holder | $3,139 | $4,046-22.4% | $5,479-42.7% | $4,887-35.8% |