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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 | $147,182 | $69,012+113.3% | $160,009-8.0% | $68,486+114.9% |
| Participation rate | 63.9% | 65.4%-1.5pp | 78.0%-14.1pp | 67.9%-4.0pp |
| Annual return | -21.16% | -9.65%-11.5pp | 408.85%-430.0pp | -7.85%-13.3pp |
| Employer contribution / active EE | $1,446 | $2,212-34.6% | $4,225-65.8% | $2,597-44.3% |
| Participant deferral / active EE | $4,226 | $4,212+0.3% | $6,183-31.7% | $4,028+4.9% |
| Admin fee / account holder | $23,706 | $4,798+394.0% | $8,715+172.0% | $5,404+338.7% |