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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 | $214,738 | $95,915+123.9% | $79,580+169.8% | $134,532+59.6% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | -20.90% | -2.71%-18.2pp | 0.15%-21.1pp | 418.27%-439.2pp |
| Employer contribution / active EE | $1,474 | $3,129-52.9% | $2,413-38.9% | $4,741-68.9% |
| Participant deferral / active EE | $6,830 | $4,693+45.5% | $3,985+71.4% | $6,401+6.7% |
| Admin fee / account holder | $13,270 | $9,132+45.3% | $6,835+94.1% | $11,429+16.1% |