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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 | $153,947 | $82,674+86.2% | $125,363+22.8% | $68,495+124.8% |
| Participation rate | 40.0% | 75.0%-35.0pp | 82.4%-42.4pp | 67.9%-27.9pp |
| Annual return | -20.51% | -5.97%-14.5pp | 572.15%-592.7pp | -7.84%-12.7pp |
| Employer contribution / active EE | $5,174 | $3,382+53.0% | $4,815+7.5% | $2,596+99.3% |
| Participant deferral / active EE | $3,008 | $6,111-50.8% | $7,447-59.6% | $4,028-25.3% |
| Admin fee / account holder | $13,445 | $6,276+114.2% | $10,005+34.4% | $5,403+148.8% |