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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 | $238,088 | $106,247+124.1% | $96,515+146.7% | $139,466+70.7% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | -9.28% | 38.47%-47.7pp | 35.73%-45.0pp | 373.66%-382.9pp |
| Employer contribution / active EE | $1,048 | $4,106-74.5% | $3,740-72.0% | $4,754-78.0% |
| Participant deferral / active EE | $3,253 | $5,456-40.4% | $4,880-33.3% | $6,712-51.5% |
| Admin fee / account holder | $1,208 | $7,885-84.7% | $6,735-82.1% | $11,409-89.4% |