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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 | $191,001 | $95,917+99.1% | $79,583+140.0% | $134,545+42.0% |
| Participation rate | 68.2% | 75.0%-6.9pp | 69.5%-1.3pp | 81.2%-13.1pp |
| Annual return | -20.99% | -2.70%-18.3pp | 0.16%-21.2pp | 418.37%-439.4pp |
| Employer contribution / active EE | $1,738 | $3,129-44.5% | $2,414-28.0% | $4,742-63.3% |
| Participant deferral / active EE | $5,539 | $4,694+18.0% | $3,986+39.0% | $6,401-13.5% |
| Admin fee / account holder | $1,657 | $9,132-81.9% | $6,835-75.8% | $11,431-85.5% |