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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 | $163,442 | $81,870+99.6% | $119,622+36.6% | $68,486+138.7% |
| Participation rate | 43.8% | 71.9%-28.1pp | 79.3%-35.5pp | 67.9%-24.1pp |
| Annual return | -19.23% | -23.82%+4.6pp | -14.98%-4.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,185 | $2,692-56.0% | $4,232-72.0% | $2,597-54.4% |
| Participant deferral / active EE | $7,727 | $4,148+86.3% | $5,601+38.0% | $4,028+91.9% |
| Admin fee / account holder | $1,129 | $6,583-82.9% | $10,328-89.1% | $5,404-79.1% |