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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 | $192,320 | $82,686+132.6% | $125,401+53.4% | $68,494+180.8% |
| Participation rate | 48.0% | 75.1%-27.1pp | 82.4%-34.4pp | 67.9%-19.9pp |
| Annual return | -27.05% | -5.97%-21.1pp | 572.53%-599.6pp | -7.86%-19.2pp |
| Employer contribution / active EE | $806 | $3,381-76.2% | $4,816-83.3% | $2,597-69.0% |
| Participant deferral / active EE | $4,599 | $6,112-24.7% | $7,448-38.3% | $4,028+14.2% |
| Admin fee / account holder | $1,802 | $6,278-71.3% | $10,008-82.0% | $5,403-66.6% |