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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 | $229,529 | $81,870+180.4% | $119,608+91.9% | $68,495+235.1% |
| Participation rate | 55.6% | 71.9%-16.3pp | 79.3%-23.7pp | 67.9%-12.3pp |
| Annual return | -18.86% | -23.82%+5.0pp | -14.98%-3.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,886 | $2,692-29.9% | $4,232-55.4% | $2,596-27.4% |
| Participant deferral / active EE | $4,595 | $4,148+10.8% | $5,601-18.0% | $4,028+14.1% |
| Admin fee / account holder | $3,886 | $6,583-41.0% | $10,326-62.4% | $5,403-28.1% |