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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 | $148,035 | $167,362-11.5% | $143,799+2.9% | $134,532+10.0% |
| Participation rate | 38.5% | 84.8%-46.4pp | 80.3%-41.9pp | 81.2%-42.8pp |
| Annual return | -25.82% | 0.47%-26.3pp | -0.04%-25.8pp | 418.27%-444.1pp |
| Employer contribution / active EE | $1,374 | $5,620-75.6% | $4,952-72.3% | $4,741-71.0% |
| Participant deferral / active EE | $3,246 | $6,447-49.6% | $5,638-42.4% | $6,401-49.3% |
| Admin fee / account holder | $1,910 | $18,094-89.4% | $14,677-87.0% | $11,429-83.3% |