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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 | $205,511 | $82,674+148.6% | $125,381+63.9% | $68,486+200.1% |
| Participation rate | 54.8% | 75.1%-20.2pp | 82.4%-27.5pp | 67.9%-13.1pp |
| Annual return | -22.49% | -5.97%-16.5pp | 572.31%-594.8pp | -7.85%-14.6pp |
| Employer contribution / active EE | $1,087 | $3,382-67.9% | $4,815-77.4% | $2,597-58.1% |
| Participant deferral / active EE | $4,997 | $6,111-18.2% | $7,448-32.9% | $4,028+24.1% |
| Admin fee / account holder | $7,809 | $6,277+24.4% | $10,007-22.0% | $5,404+44.5% |