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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 | $201,767 | $92,219+118.8% | $76,768+162.8% | $135,379+49.0% |
| Participation rate | 20.0% | 79.8%-59.8pp | 77.0%-57.0pp | 82.6%-62.6pp |
| Annual return | -9.67% | 5.46%-15.1pp | 2.43%-12.1pp | 519.79%-529.5pp |
| Employer contribution / active EE | $693 | $3,216-78.4% | $2,485-72.1% | $4,779-85.5% |
| Participant deferral / active EE | $4,800 | $4,508+6.5% | $3,852+24.6% | $5,609-14.4% |
| Admin fee / account holder | $2,592 | $10,749-75.9% | $6,675-61.2% | $10,828-76.1% |