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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 | $198,985 | $91,536+117.4% | $130,062+53.0% | $75,177+164.7% |
| Participation rate | 66.0% | 71.5%-5.4pp | 78.5%-12.5pp | 67.2%-1.2pp |
| Annual return | 12.11% | -631.62%+643.7pp | -137.37%+149.5pp | 160.75%-148.6pp |
| Employer contribution / active EE | $2,054 | $2,845-27.8% | $4,322-52.5% | $2,671-23.1% |
| Participant deferral / active EE | $6,602 | $4,343+52.0% | $5,821+13.4% | $4,126+60.0% |
| Admin fee / account holder | $41,894 | $6,780+517.9% | $10,601+295.2% | $5,651+641.3% |