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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 | $208,464 | $73,019+185.5% | $90,766+129.7% | $68,490+204.4% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | -19.05% | -13.81%-5.2pp | -12.16%-6.9pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,792 | $2,193-18.3% | $2,922-38.7% | $2,597-31.0% |
| Participant deferral / active EE | $5,229 | $3,626+44.2% | $4,565+14.5% | $4,028+29.8% |
| Admin fee / account holder | $2,091 | $5,897-64.5% | $8,446-75.2% | $5,403-61.3% |