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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 | $150,455 | $52,279+187.8% | $89,435+68.2% | $79,856+88.4% |
| Participation rate | 48.9% | 57.5%-8.6pp | 68.0%-19.1pp | 69.6%-20.8pp |
| Annual return | -8.29% | 22.16%-30.4pp | 245.55%-253.8pp | 31.71%-40.0pp |
| Employer contribution / active EE | $805 | $1,572-48.8% | $2,587-68.9% | $2,471-67.4% |
| Participant deferral / active EE | $1,317 | $2,740-51.9% | $3,890-66.2% | $3,741-64.8% |
| Admin fee / account holder | $1,162 | $3,356-65.4% | $4,884-76.2% | $5,306-78.1% |