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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 | $226,409 | $154,159+46.9% | $130,026+74.1% | $139,456+62.4% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 4.26% | 32.50%-28.2pp | -137.26%+141.5pp | 373.45%-369.2pp |
| Employer contribution / active EE | $2,120 | $5,292-59.9% | $4,321-50.9% | $4,753-55.4% |
| Participant deferral / active EE | $6,887 | $6,710+2.6% | $5,821+18.3% | $6,711+2.6% |
| Admin fee / account holder | $2,575 | $14,001-81.6% | $10,608-75.7% | $11,407-77.4% |