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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 | $145,371 | $154,193-5.7% | $130,045+11.8% | $139,466+4.2% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 9.25% | 32.51%-23.3pp | -137.30%+146.6pp | 373.66%-364.4pp |
| Employer contribution / active EE | $1,521 | $5,292-71.3% | $4,321-64.8% | $4,754-68.0% |
| Participant deferral / active EE | $2,512 | $6,709-62.6% | $5,820-56.8% | $6,712-62.6% |
| Admin fee / account holder | $19,892 | $13,989+42.2% | $10,600+87.7% | $11,409+74.4% |