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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 | $158,709 | $100,792+57.5% | $86,691+83.1% | $134,509+18.0% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -21.56% | 29.08%-50.6pp | 35.94%-57.5pp | 418.13%-439.7pp |
| Employer contribution / active EE | $1,276 | $3,491-63.4% | $2,837-55.0% | $4,741-73.1% |
| Participant deferral / active EE | $4,080 | $5,339-23.6% | $4,656-12.4% | $6,400-36.3% |
| Admin fee / account holder | $14,220 | $10,924+30.2% | $7,492+89.8% | $11,427+24.4% |