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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 | $199,742 | $80,992+146.6% | $96,534+106.9% | $75,173+165.7% |
| Participation rate | 68.3% | 71.8%-3.5pp | 76.0%-7.7pp | 67.2%+1.1pp |
| Annual return | -6.57% | 27.05%-33.6pp | 25.88%-32.4pp | 160.72%-167.3pp |
| Employer contribution / active EE | $1,240 | $2,283-45.7% | $2,965-58.2% | $2,671-53.6% |
| Participant deferral / active EE | $3,726 | $3,929-5.2% | $4,851-23.2% | $4,126-9.7% |
| Admin fee / account holder | $6,471 | $6,717-3.7% | $8,253-21.6% | $5,651+14.5% |