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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 | $235,271 | $183,627+28.1% | $155,602+51.2% | $145,978+61.2% |
| Participation rate | 40.9% | 82.7%-41.8pp | 78.2%-37.3pp | 80.3%-39.4pp |
| Annual return | -32.47% | 61.32%-93.8pp | 64.81%-97.3pp | 550.52%-583.0pp |
| Employer contribution / active EE | $1,873 | $5,316-64.8% | $4,675-59.9% | $4,662-59.8% |
| Participant deferral / active EE | $4,328 | $6,466-33.1% | $5,629-23.1% | $6,690-35.3% |
| Admin fee / account holder | $9,728 | $19,327-49.7% | $15,923-38.9% | $13,400-27.4% |