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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 | $177,707 | $56,339+215.4% | $104,301+70.4% | $68,486+159.5% |
| Participation rate | 22.9% | 63.3%-40.3pp | 73.3%-50.4pp | 67.9%-45.0pp |
| Annual return | -31.10% | -9.19%-21.9pp | 24.61%-55.7pp | -7.85%-23.2pp |
| Employer contribution / active EE | $1,592 | $1,960-18.8% | $3,373-52.8% | $2,597-38.7% |
| Participant deferral / active EE | $2,005 | $3,077-34.9% | $4,626-56.7% | $4,028-50.2% |
| Admin fee / account holder | $1,434 | $4,902-70.7% | $7,340-80.5% | $5,404-73.5% |