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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 | $192,260 | $167,352+14.9% | $143,788+33.7% | $134,509+42.9% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -31.24% | 0.47%-31.7pp | -0.03%-31.2pp | 418.13%-449.4pp |
| Employer contribution / active EE | $2,454 | $5,620-56.3% | $4,952-50.4% | $4,741-48.2% |
| Participant deferral / active EE | $6,593 | $6,447+2.3% | $5,638+16.9% | $6,400+3.0% |
| Admin fee / account holder | $3,698 | $18,091-79.6% | $14,675-74.8% | $11,427-67.6% |