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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 | $182,900 | $27,639+561.8% | $61,501+197.4% | $68,490+167.0% |
| Participation rate | 42.2% | 39.5%+2.7pp | 52.6%-10.4pp | 67.9%-25.7pp |
| Annual return | -23.64% | -13.19%-10.4pp | 339.04%-362.7pp | -7.85%-15.8pp |
| Employer contribution / active EE | $1,604 | $696+130.5% | $1,160+38.3% | $2,597-38.2% |
| Participant deferral / active EE | $3,895 | $1,264+208.3% | $2,125+83.3% | $4,028-3.3% |
| Admin fee / account holder | $4,359 | $2,012+116.6% | $2,132+104.5% | $5,403-19.3% |