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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 | $166,036 | $91,537+81.4% | $130,045+27.7% | $75,173+120.9% |
| Participation rate | 27.9% | 71.5%-43.6pp | 78.5%-50.6pp | 67.2%-39.3pp |
| Annual return | 12.50% | -631.55%+644.0pp | -137.30%+149.8pp | 160.72%-148.2pp |
| Employer contribution / active EE | $1,285 | $2,845-54.8% | $4,321-70.3% | $2,671-51.9% |
| Participant deferral / active EE | $2,791 | $4,343-35.7% | $5,820-52.0% | $4,126-32.4% |
| Admin fee / account holder | $506 | $6,780-92.5% | $10,600-95.2% | $5,651-91.0% |