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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 | $162,151 | $82,678+96.1% | $125,391+29.3% | $68,490+136.8% |
| Participation rate | 53.6% | 75.1%-21.5pp | 82.4%-28.8pp | 67.9%-14.3pp |
| Annual return | -24.74% | -5.97%-18.8pp | 572.41%-597.2pp | -7.85%-16.9pp |
| Employer contribution / active EE | $1,786 | $3,382-47.2% | $4,816-62.9% | $2,597-31.2% |
| Participant deferral / active EE | $5,950 | $6,111-2.6% | $7,448-20.1% | $4,028+47.7% |
| Admin fee / account holder | $350 | $6,277-94.4% | $10,009-96.5% | $5,403-93.5% |