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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 | $126,889 | $68,996+83.9% | $159,991-20.7% | $68,495+85.3% |
| Participation rate | 44.3% | 65.4%-21.1pp | 78.0%-33.7pp | 67.9%-23.6pp |
| Annual return | -20.10% | -9.65%-10.5pp | 408.82%-428.9pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,307 | $2,212-40.9% | $4,225-69.1% | $2,596-49.7% |
| Participant deferral / active EE | $3,850 | $4,211-8.6% | $6,183-37.7% | $4,028-4.4% |
| Admin fee / account holder | $3,588 | $4,797-25.2% | $8,715-58.8% | $5,403-33.6% |