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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 | $165,347 | $100,792+64.0% | $86,691+90.7% | $134,509+22.9% |
| Participation rate | 52.9% | 78.9%-26.0pp | 76.6%-23.6pp | 81.2%-28.3pp |
| Annual return | -21.65% | 29.08%-50.7pp | 35.94%-57.6pp | 418.13%-439.8pp |
| Employer contribution / active EE | $990 | $3,491-71.6% | $2,837-65.1% | $4,741-79.1% |
| Participant deferral / active EE | $4,156 | $5,339-22.2% | $4,656-10.7% | $6,400-35.1% |
| Admin fee / account holder | $14,827 | $10,924+35.7% | $7,492+97.9% | $11,427+29.8% |