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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 | $161,061 | $115,225+39.8% | $100,712+59.9% | $138,895+16.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | -29.24% | 40.35%-69.6pp | 33.27%-62.5pp | 145.39%-174.6pp |
| Employer contribution / active EE | $1,000 | $2,771-63.9% | $2,313-56.8% | $4,194-76.2% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,616 | $10,844-39.0% | $9,256-28.5% | $12,562-47.3% |