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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 | $205,783 | $154,209+33.4% | $130,062+58.2% | $139,487+47.5% |
| Participation rate | 53.8% | 82.0%-28.1pp | 78.5%-24.7pp | 80.3%-26.5pp |
| Annual return | 7.41% | 32.52%-25.1pp | -137.37%+144.8pp | 373.84%-366.4pp |
| Employer contribution / active EE | $3,082 | $5,292-41.8% | $4,322-28.7% | $4,755-35.2% |
| Participant deferral / active EE | $8,777 | $6,709+30.8% | $5,821+50.8% | $6,713+30.8% |
| Admin fee / account holder | $1,370 | $13,988-90.2% | $10,601-87.1% | $11,407-88.0% |