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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 | $242,512 | $91,525+165.0% | $130,026+86.5% | $75,181+222.6% |
| Participation rate | 67.6% | 71.4%-3.8pp | 78.5%-10.8pp | 67.2%+0.4pp |
| Annual return | 10.40% | -631.40%+641.8pp | -137.26%+147.7pp | 160.69%-150.3pp |
| Employer contribution / active EE | $3,288 | $2,844+15.6% | $4,321-23.9% | $2,671+23.1% |
| Participant deferral / active EE | $6,441 | $4,342+48.3% | $5,821+10.7% | $4,126+56.1% |
| Admin fee / account holder | $1,960 | $6,778-71.1% | $10,608-81.5% | $5,650-65.3% |