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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 | $239,913 | $100,772+138.1% | $86,690+176.7% | $134,493+78.4% |
| Participation rate | 45.5% | 78.9%-33.5pp | 76.6%-31.1pp | 81.2%-35.8pp |
| Annual return | -27.06% | 29.06%-56.1pp | 35.93%-63.0pp | 418.01%-445.1pp |
| Employer contribution / active EE | $1,058 | $3,490-69.7% | $2,837-62.7% | $4,740-77.7% |
| Participant deferral / active EE | $3,757 | $5,338-29.6% | $4,656-19.3% | $6,400-41.3% |
| Admin fee / account holder | $33,345 | $10,920+205.4% | $7,490+345.2% | $11,425+191.9% |