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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 | $170,241 | $180,028-5.4% | $138,135+23.2% | $158,966+7.1% |
| Participation rate | 33.3% | 82.2%-48.9pp | 78.7%-45.4pp | 82.0%-48.6pp |
| Annual return | -6.32% | 21.68%-28.0pp | 20.51%-26.8pp | 302.95%-309.3pp |
| Employer contribution / active EE | $4,366 | $7,470-41.5% | $5,587-21.8% | $4,762-8.3% |
| Participant deferral / active EE | $8,207 | $7,717+6.3% | $6,431+27.6% | $5,983+37.2% |
| Admin fee / account holder | $22,040 | $17,912+23.0% | $11,856+85.9% | $11,250+95.9% |