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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 | $201,723 | $101,752+98.2% | $164,928+22.3% | $80,911+149.3% |
| Participation rate | 38.3% | 71.8%-33.5pp | 78.6%-40.3pp | 67.6%-29.3pp |
| Annual return | -13.75% | 16.73%-30.5pp | 70.08%-83.8pp | 35.63%-49.4pp |
| Employer contribution / active EE | $2,147 | $2,953-27.3% | $4,343-50.6% | $2,756-22.1% |
| Participant deferral / active EE | $4,156 | $4,477-7.2% | $6,034-31.1% | $4,297-3.3% |
| Admin fee / account holder | $50,645 | $8,218+516.3% | $12,684+299.3% | $6,935+630.3% |