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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 | $154,005 | $167,415-8.0% | $140,514+9.6% | $198,609-22.5% |
| Participation rate | 57.1% | 80.9%-23.7pp | 77.8%-20.7pp | 82.4%-25.2pp |
| Annual return | -8.84% | 13.85%-22.7pp | 14.36%-23.2pp | 202.70%-211.5pp |
| Employer contribution / active EE | $1,489 | $4,088-63.6% | $3,378-55.9% | $5,055-70.5% |
| Participant deferral / active EE | $3,277 | $5,579-41.3% | $4,919-33.4% | $6,977-53.0% |
| Admin fee / account holder | $49,727 | $16,730+197.2% | $13,697+263.0% | $19,030+161.3% |