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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 | $212,587 | $100,805+110.9% | $86,698+145.2% | $134,532+58.0% |
| Participation rate | 46.7% | 79.0%-32.3pp | 76.6%-29.9pp | 81.2%-34.6pp |
| Annual return | -20.64% | 29.09%-49.7pp | 35.95%-56.6pp | 418.27%-438.9pp |
| Employer contribution / active EE | $1,935 | $3,490-44.6% | $2,837-31.8% | $4,741-59.2% |
| Participant deferral / active EE | $4,206 | $5,339-21.2% | $4,656-9.7% | $6,401-34.3% |
| Admin fee / account holder | $12,277 | $10,925+12.4% | $7,493+63.9% | $11,429+7.4% |