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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 | $181,752 | $211,946-14.2% | $169,452+7.3% | $135,380+34.3% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -18.47% | 3.26%-21.7pp | 1.83%-20.3pp | 519.81%-538.3pp |
| Employer contribution / active EE | $18,000 | $5,117+251.8% | $4,157+333.0% | $4,779+276.7% |
| Participant deferral / active EE | $9,000 | $6,075+48.1% | $5,277+70.6% | $5,609+60.5% |
| Admin fee / account holder | $15,025 | $11,472+31.0% | $9,110+64.9% | $10,828+38.8% |