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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 | $195,182 | $81,870+138.4% | $119,608+63.2% | $68,495+185.0% |
| Participation rate | 68.3% | 71.9%-3.6pp | 79.3%-11.0pp | 67.9%+0.4pp |
| Annual return | -27.43% | -23.82%-3.6pp | -14.98%-12.4pp | -7.84%-19.6pp |
| Employer contribution / active EE | $1,089 | $2,692-59.5% | $4,232-74.3% | $2,596-58.0% |
| Participant deferral / active EE | $6,480 | $4,148+56.2% | $5,601+15.7% | $4,028+60.9% |
| Admin fee / account holder | $22,216 | $6,583+237.5% | $10,326+115.2% | $5,403+311.2% |