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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 | $156,415 | $50,082+212.3% | $93,419+67.4% | $79,852+95.9% |
| Participation rate | 24.2% | 60.9%-36.7pp | 66.8%-42.5pp | 69.6%-45.4pp |
| Annual return | -5.06% | 24.59%-29.6pp | 78.05%-83.1pp | 31.72%-36.8pp |
| Employer contribution / active EE | $339 | $1,303-74.0% | $2,075-83.7% | $2,471-86.3% |
| Participant deferral / active EE | $2,380 | $2,212+7.6% | $3,126-23.9% | $3,740-36.4% |
| Admin fee / account holder | $7,430 | $3,454+115.1% | $5,230+42.1% | $5,306+40.0% |