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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 | $236,282 | $162,812+45.1% | $133,971+76.4% | $158,966+48.6% |
| Participation rate | 43.8% | 83.2%-39.5pp | 79.8%-36.1pp | 82.0%-38.2pp |
| Annual return | -2.41% | 41.94%-44.4pp | 45.09%-47.5pp | 302.95%-305.4pp |
| Employer contribution / active EE | $2,844 | $4,976-42.8% | $3,919-27.4% | $4,762-40.3% |
| Participant deferral / active EE | $6,243 | $5,910+5.6% | $5,047+23.7% | $5,983+4.3% |
| Admin fee / account holder | $1,063 | $11,741-90.9% | $8,929-88.1% | $11,250-90.6% |