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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 | $167,909 | $133,998+25.3% | $112,263+49.6% | $134,545+24.8% |
| Participation rate | 43.8% | 78.6%-34.8pp | 75.1%-31.3pp | 81.2%-37.5pp |
| Annual return | -23.72% | 47.17%-70.9pp | 27.49%-51.2pp | 418.37%-442.1pp |
| Employer contribution / active EE | $1,015 | $4,040-74.9% | $3,636-72.1% | $4,742-78.6% |
| Participant deferral / active EE | $7,481 | $5,292+41.4% | $4,729+58.2% | $6,401+16.9% |
| Admin fee / account holder | $56,417 | $7,493+652.9% | $6,410+780.1% | $11,431+393.6% |