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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 | $164,005 | $81,870+100.3% | $119,608+37.1% | $68,495+139.4% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -22.54% | -23.82%+1.3pp | -14.98%-7.6pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,140 | $2,692-57.6% | $4,232-73.1% | $2,596-56.1% |
| Participant deferral / active EE | $4,477 | $4,148+7.9% | $5,601-20.1% | $4,028+11.2% |
| Admin fee / account holder | $16,773 | $6,583+154.8% | $10,326+62.4% | $5,403+210.4% |