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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 | $177,141 | $97,751+81.2% | $103,447+71.2% | $145,877+21.4% |
| Participation rate | 42.9% | 81.1%-38.2pp | 80.5%-37.7pp | 80.3%-37.4pp |
| Annual return | -24.14% | 25.43%-49.6pp | 23.92%-48.1pp | 551.28%-575.4pp |
| Employer contribution / active EE | $2,647 | $4,684-43.5% | $4,678-43.4% | $4,663-43.2% |
| Participant deferral / active EE | $7,332 | $6,603+11.0% | $6,624+10.7% | $6,691+9.6% |
| Admin fee / account holder | $353 | $12,515-97.2% | $9,415-96.3% | $13,402-97.4% |