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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 | $219,243 | $110,379+98.6% | $102,412+114.1% | $145,884+50.3% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | -8.98% | 24.84%-33.8pp | 24.94%-33.9pp | 551.85%-560.8pp |
| Employer contribution / active EE | $2,347 | $4,216-44.3% | $3,870-39.4% | $4,662-49.7% |
| Participant deferral / active EE | $3,318 | $5,622-41.0% | $5,060-34.4% | $6,690-50.4% |
| Admin fee / account holder | $1,002 | $9,745-89.7% | $8,388-88.1% | $13,392-92.5% |