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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 | $156,025 | $90,509+72.4% | $78,693+98.3% | $273,968-43.0% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | -3.51% | 75.61%-79.1pp | 62.18%-65.7pp | 41.45%-45.0pp |
| Employer contribution / active EE | $4,202 | $3,175+32.3% | $2,850+47.4% | $4,869-13.7% |
| Participant deferral / active EE | $6,172 | $3,901+58.2% | $3,517+75.5% | $5,287+16.7% |
| Admin fee / account holder | $767 | $5,264-85.4% | $4,511-83.0% | $10,132-92.4% |