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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 | $194,116 | $117,694+64.9% | $71,755+170.5% | $134,532+44.3% |
| Participation rate | 13.3% | 68.8%-55.5pp | 62.3%-49.0pp | 81.2%-67.9pp |
| Annual return | -21.87% | 25.33%-47.2pp | 9.09%-31.0pp | 418.27%-440.1pp |
| Employer contribution / active EE | $755 | $2,523-70.1% | $1,704-55.7% | $4,741-84.1% |
| Participant deferral / active EE | $797 | $3,753-78.8% | $2,656-70.0% | $6,401-87.6% |
| Admin fee / account holder | $5,011 | $6,374-21.4% | $3,972+26.1% | $11,429-56.2% |