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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 | $163,878 | $90,486+81.1% | $78,676+108.3% | $273,972-40.2% |
| Participation rate | 22.2% | 76.5%-54.3pp | 73.6%-51.3pp | 83.0%-60.8pp |
| Annual return | -4.77% | 75.62%-80.4pp | 62.19%-67.0pp | 41.46%-46.2pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,500 | $3,901+15.3% | $3,517+28.0% | $5,287-14.9% |
| Admin fee / account holder | $2,365 | $5,263-55.1% | $4,510-47.6% | $10,133-76.7% |