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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 | $214,462 | $97,881+119.1% | $80,004+168.1% | $125,388+71.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 73.0%-23.0pp | 83.2%-33.2pp |
| Annual return | -4.06% | 9.36%-13.4pp | 7.63%-11.7pp | 282.24%-286.3pp |
| Employer contribution / active EE | $9,088 | $3,128+190.6% | $2,473+267.5% | $4,866+86.7% |
| Participant deferral / active EE | $1,731 | $3,744-53.8% | $3,204-46.0% | $5,352-67.7% |
| Admin fee / account holder | $7,200 | $6,278+14.7% | $5,033+43.0% | $9,541-24.5% |