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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 | $198,221 | $105,861+87.2% | $90,756+118.4% | $134,509+47.4% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -27.31% | -10.99%-16.3pp | -12.16%-15.2pp | 418.13%-445.4pp |
| Employer contribution / active EE | $2,133 | $3,463-38.4% | $2,922-27.0% | $4,741-55.0% |
| Participant deferral / active EE | $7,177 | $5,217+37.6% | $4,565+57.2% | $6,400+12.1% |
| Admin fee / account holder | $1,173 | $13,938-91.6% | $8,445-86.1% | $11,427-89.7% |