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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 | $242,478 | $77,908+211.2% | $149,696+62.0% | $75,173+222.6% |
| Participation rate | 56.8% | 65.6%-8.8pp | 78.8%-22.0pp | 67.2%-10.4pp |
| Annual return | -26.93% | 31.73%-58.7pp | 134.46%-161.4pp | 160.72%-187.7pp |
| Employer contribution / active EE | $1,869 | $3,138-40.4% | $4,821-61.2% | $2,671-30.0% |
| Participant deferral / active EE | $4,281 | $3,411+25.5% | $5,682-24.7% | $4,126+3.8% |
| Admin fee / account holder | $33,265 | $5,950+459.1% | $13,212+151.8% | $5,651+488.7% |