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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 | $208,946 | $91,559+128.2% | $133,959+56.0% | $79,858+161.6% |
| Participation rate | 62.5% | 73.3%-10.8pp | 79.8%-17.3pp | 69.6%-7.1pp |
| Annual return | -3.46% | 61.85%-65.3pp | 45.09%-48.6pp | 31.72%-35.2pp |
| Employer contribution / active EE | $901 | $2,384-62.2% | $3,919-77.0% | $2,471-63.6% |
| Participant deferral / active EE | $2,074 | $3,734-44.5% | $5,047-58.9% | $3,740-44.5% |
| Admin fee / account holder | $4,620 | $6,321-26.9% | $8,928-48.2% | $5,306-12.9% |