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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 | $169,016 | $82,678+104.4% | $125,391+34.8% | $68,490+146.8% |
| Participation rate | 43.8% | 75.1%-31.3pp | 82.4%-38.6pp | 67.9%-24.1pp |
| Annual return | -19.73% | -5.97%-13.8pp | 572.41%-592.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,670 | $3,382-50.6% | $4,816-65.3% | $2,597-35.7% |
| Participant deferral / active EE | $4,918 | $6,111-19.5% | $7,448-34.0% | $4,028+22.1% |
| Admin fee / account holder | $1,320 | $6,277-79.0% | $10,009-86.8% | $5,403-75.6% |