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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 | $167,563 | $100,805+66.2% | $86,698+93.3% | $134,532+24.6% |
| Participation rate | 69.6% | 79.0%-9.4pp | 76.6%-7.0pp | 81.2%-11.7pp |
| Annual return | -22.89% | 29.09%-52.0pp | 35.95%-58.8pp | 418.27%-441.2pp |
| Employer contribution / active EE | $913 | $3,490-73.8% | $2,837-67.8% | $4,741-80.7% |
| Participant deferral / active EE | $3,021 | $5,339-43.4% | $4,656-35.1% | $6,401-52.8% |
| Admin fee / account holder | $4,642 | $10,925-57.5% | $7,493-38.0% | $11,429-59.4% |