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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 | $193,985 | $100,792+92.5% | $86,691+123.8% | $134,509+44.2% |
| Participation rate | 58.3% | 78.9%-20.6pp | 76.6%-18.3pp | 81.2%-22.9pp |
| Annual return | -20.43% | 29.08%-49.5pp | 35.94%-56.4pp | 418.13%-438.6pp |
| Employer contribution / active EE | $1,271 | $3,491-63.6% | $2,837-55.2% | $4,741-73.2% |
| Participant deferral / active EE | $4,261 | $5,339-20.2% | $4,656-8.5% | $6,400-33.4% |
| Admin fee / account holder | $14,028 | $10,924+28.4% | $7,492+87.2% | $11,427+22.8% |