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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 | $238,773 | $96,388+147.7% | $80,627+196.1% | $139,466+71.2% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | -1.09% | 1352.08%-1353.2pp | 936.76%-937.9pp | 373.66%-374.8pp |
| Employer contribution / active EE | $2,380 | $3,260-27.0% | $2,723-12.6% | $4,754-49.9% |
| Participant deferral / active EE | $15,000 | $5,224+187.1% | $4,443+237.6% | $6,712+123.5% |
| Admin fee / account holder | $2,686 | $6,603-59.3% | $5,381-50.1% | $11,409-76.5% |