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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 | $68,996+113.3% | $159,991-8.0% | $68,495+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 | 408.82%-430.0pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,446 | $2,212-34.6% | $4,225-65.8% | $2,596-44.3% |
| Participant deferral / active EE | $4,226 | $4,211+0.4% | $6,183-31.6% | $4,028+4.9% |
| Admin fee / account holder | $23,706 | $4,797+394.2% | $8,715+172.0% | $5,403+338.7% |