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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 | $157,474 | $54,357+189.7% | $82,706+90.4% | $68,495+129.9% |
| Participation rate | 22.9% | 63.9%-41.0pp | 72.6%-49.7pp | 67.9%-45.0pp |
| Annual return | -19.57% | -13.67%-5.9pp | 701.76%-721.3pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,131 | $2,218-49.0% | $3,007-62.4% | $2,596-56.4% |
| Participant deferral / active EE | $2,004 | $3,246-38.3% | $4,394-54.4% | $4,028-50.2% |
| Admin fee / account holder | $1,998 | $4,396-54.5% | $5,329-62.5% | $5,403-63.0% |