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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 | $196,185 | $110,303+77.9% | $95,759+104.9% | $139,487+40.6% |
| Participation rate | 55.6% | 75.7%-20.2pp | 72.3%-16.7pp | 80.3%-24.8pp |
| Annual return | -7.70% | 27.19%-34.9pp | 28.42%-36.1pp | 373.84%-381.5pp |
| Employer contribution / active EE | $1,648 | $3,261-49.5% | $2,836-41.9% | $4,755-65.3% |
| Participant deferral / active EE | $5,387 | $4,674+15.2% | $4,244+26.9% | $6,713-19.7% |
| Admin fee / account holder | $4,014 | $6,615-39.3% | $5,678-29.3% | $11,407-64.8% |