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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 | $249,416 | $90,486+175.6% | $78,676+217.0% | $273,972-9.0% |
| Participation rate | 46.2% | 76.5%-30.4pp | 73.6%-27.4pp | 83.0%-36.9pp |
| Annual return | -6.60% | 75.62%-82.2pp | 62.19%-68.8pp | 41.46%-48.1pp |
| Employer contribution / active EE | $1,206 | $3,175-62.0% | $2,850-57.7% | $4,869-75.2% |
| Participant deferral / active EE | $1,685 | $3,901-56.8% | $3,517-52.1% | $5,287-68.1% |
| Admin fee / account holder | $20,350 | $5,263+286.6% | $4,510+351.2% | $10,133+100.8% |