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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 | $243,140 | $100,811+141.2% | $86,698+180.4% | $134,545+80.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -21.45% | 29.11%-50.6pp | 35.96%-57.4pp | 418.37%-439.8pp |
| Employer contribution / active EE | $1,684 | $3,490-51.7% | $2,837-40.6% | $4,742-64.5% |
| Participant deferral / active EE | $9,396 | $5,339+76.0% | $4,656+101.8% | $6,401+46.8% |
| Admin fee / account holder | $7,345 | $10,926-32.8% | $7,492-2.0% | $11,431-35.7% |