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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 | $190,375 | $105,866+79.8% | $90,766+109.7% | $134,545+41.5% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -21.81% | -10.99%-10.8pp | -12.16%-9.7pp | 418.37%-440.2pp |
| Employer contribution / active EE | $967 | $3,464-72.1% | $2,922-66.9% | $4,742-79.6% |
| Participant deferral / active EE | $3,992 | $5,217-23.5% | $4,565-12.6% | $6,401-37.6% |
| Admin fee / account holder | $46,829 | $13,938+236.0% | $8,446+454.5% | $11,431+309.7% |