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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 | $136,015 | $95,979+41.7% | $74,551+82.4% | $135,380+0.5% |
| Participation rate | 27.3% | 75.7%-48.4pp | 69.1%-41.9pp | 82.6%-55.4pp |
| Annual return | -9.75% | 56.97%-66.7pp | 32.53%-42.3pp | 519.81%-529.6pp |
| Employer contribution / active EE | $892 | $2,716-67.2% | $1,961-54.5% | $4,779-81.3% |
| Participant deferral / active EE | $4,544 | $3,844+18.2% | $3,108+46.2% | $5,609-19.0% |
| Admin fee / account holder | $704 | $6,522-89.2% | $5,059-86.1% | $10,828-93.5% |