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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 | $224,477 | $152,597+47.1% | $117,533+91.0% | $134,532+66.9% |
| Participation rate | 17.4% | 77.1%-59.7pp | 70.6%-53.2pp | 81.2%-63.8pp |
| Annual return | -28.23% | 53.04%-81.3pp | 29.77%-58.0pp | 418.27%-446.5pp |
| Employer contribution / active EE | $603 | $5,576-89.2% | $4,179-85.6% | $4,741-87.3% |
| Participant deferral / active EE | $2,022 | $4,821-58.1% | $4,072-50.3% | $6,401-68.4% |
| Admin fee / account holder | $1,955 | $7,007-72.1% | $5,647-65.4% | $11,429-82.9% |