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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 | $166,730 | $100,139+66.5% | $85,187+95.7% | $145,884+14.3% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-39.0pp | 80.3%-51.7pp |
| Annual return | -30.15% | 84.15%-114.3pp | 66.67%-96.8pp | 551.85%-582.0pp |
| Employer contribution / active EE | $1,629 | $3,238-49.7% | $2,732-40.4% | $4,662-65.1% |
| Participant deferral / active EE | $1,629 | $5,296-69.2% | $4,525-64.0% | $6,690-75.7% |
| Admin fee / account holder | $793 | $7,262-89.1% | $6,162-87.1% | $13,392-94.1% |