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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 | $137,434 | $83,427+64.7% | $115,756+18.7% | $68,490+100.7% |
| Participation rate | 53.8% | 71.9%-18.1pp | 77.1%-23.2pp | 67.9%-14.1pp |
| Annual return | -19.87% | -10.95%-8.9pp | 143.14%-163.0pp | -7.85%-12.0pp |
| Employer contribution / active EE | $981 | $3,075-68.1% | $3,793-74.1% | $2,597-62.2% |
| Participant deferral / active EE | $3,415 | $5,355-36.2% | $6,254-45.4% | $4,028-15.2% |
| Admin fee / account holder | $22,952 | $5,708+302.1% | $8,124+182.5% | $5,403+324.8% |