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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 | $169,978 | $91,911+84.9% | $68,612+147.7% | $135,380+25.6% |
| Participation rate | 63.6% | 76.7%-13.1pp | 72.2%-8.6pp | 82.6%-19.0pp |
| Annual return | -10.63% | -8.22%-2.4pp | -4.63%-6.0pp | 519.81%-530.4pp |
| Employer contribution / active EE | $1,398 | $3,924-64.4% | $2,625-46.7% | $4,779-70.7% |
| Participant deferral / active EE | $3,858 | $4,315-10.6% | $3,311+16.5% | $5,609-31.2% |
| Admin fee / account holder | $3,222 | $9,240-65.1% | $5,131-37.2% | $10,828-70.2% |