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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 | $152,639 | $95,979+59.0% | $74,551+104.7% | $135,380+12.7% |
| Participation rate | 44.4% | 75.7%-31.2pp | 69.1%-24.7pp | 82.6%-38.2pp |
| Annual return | -9.84% | 56.97%-66.8pp | 32.53%-42.4pp | 519.81%-529.6pp |
| Employer contribution / active EE | $1,258 | $2,716-53.7% | $1,961-35.9% | $4,779-73.7% |
| Participant deferral / active EE | $4,132 | $3,844+7.5% | $3,108+32.9% | $5,609-26.3% |
| Admin fee / account holder | $1,850 | $6,522-71.6% | $5,059-63.4% | $10,828-82.9% |