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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 | $152,015 | $82,674+83.9% | $125,381+21.2% | $68,486+122.0% |
| Participation rate | 59.3% | 75.1%-15.8pp | 82.4%-23.1pp | 67.9%-8.6pp |
| Annual return | -21.71% | -5.97%-15.7pp | 572.31%-594.0pp | -7.85%-13.9pp |
| Employer contribution / active EE | $2,429 | $3,382-28.2% | $4,815-49.6% | $2,597-6.5% |
| Participant deferral / active EE | $6,352 | $6,111+3.9% | $7,448-14.7% | $4,028+57.7% |
| Admin fee / account holder | $13,722 | $6,277+118.6% | $10,007+37.1% | $5,404+153.9% |