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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 | $169,667 | $93,346+81.8% | $71,796+136.3% | $273,972-38.1% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | -10.27% | 130.39%-140.7pp | 78.04%-88.3pp | 41.46%-51.7pp |
| Employer contribution / active EE | $1,331 | $2,733-51.3% | $1,924-30.8% | $4,869-72.7% |
| Participant deferral / active EE | $5,285 | $3,475+52.1% | $2,794+89.1% | $5,2870% |
| Admin fee / account holder | $4,426 | $6,571-32.6% | $4,815-8.1% | $10,133-56.3% |