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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 | $180,686 | $82,314+119.5% | $68,808+162.6% | $134,532+34.3% |
| Participation rate | 15.4% | 75.1%-59.7pp | 69.0%-53.6pp | 81.2%-65.8pp |
| Annual return | -23.63% | -2.18%-21.5pp | -6.37%-17.3pp | 418.27%-441.9pp |
| Employer contribution / active EE | $1,347 | $3,301-59.2% | $2,656-49.3% | $4,741-71.6% |
| Participant deferral / active EE | $4,425 | $4,740-6.6% | $3,942+12.3% | $6,401-30.9% |
| Admin fee / account holder | $1,392 | $6,484-78.5% | $4,936-71.8% | $11,429-87.8% |