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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 | $235,373 | $73,978+218.2% | $96,515+143.9% | $75,173+213.1% |
| Participation rate | 51.5% | 66.4%-14.9pp | 74.3%-22.8pp | 67.2%-15.7pp |
| Annual return | -10.64% | 26.72%-37.4pp | 35.73%-46.4pp | 160.72%-171.4pp |
| Employer contribution / active EE | $1,428 | $2,931-51.3% | $3,740-61.8% | $2,671-46.5% |
| Participant deferral / active EE | $3,862 | $3,660+5.5% | $4,880-20.9% | $4,126-6.4% |
| Admin fee / account holder | $35,829 | $5,219+586.6% | $6,735+432.0% | $5,651+534.1% |