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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 | $143,078 | $82,674+73.1% | $125,363+14.1% | $68,495+108.9% |
| Participation rate | 53.2% | 75.0%-21.9pp | 82.4%-29.2pp | 67.9%-14.7pp |
| Annual return | -22.55% | -5.97%-16.6pp | 572.15%-594.7pp | -7.84%-14.7pp |
| Employer contribution / active EE | $2,144 | $3,382-36.6% | $4,815-55.5% | $2,596-17.4% |
| Participant deferral / active EE | $5,687 | $6,111-6.9% | $7,447-23.6% | $4,028+41.2% |
| Admin fee / account holder | $2,127 | $6,276-66.1% | $10,005-78.7% | $5,403-60.6% |