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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 | $148,911 | $73,848+101.6% | $143,799+3.6% | $68,486+117.4% |
| Participation rate | 12.1% | 66.7%-54.5pp | 80.3%-68.2pp | 67.9%-55.8pp |
| Annual return | -23.89% | 0.91%-24.8pp | -0.04%-23.8pp | -7.85%-16.0pp |
| Employer contribution / active EE | $1,137 | $3,184-64.3% | $4,952-77.0% | $2,597-56.2% |
| Participant deferral / active EE | $1,508 | $3,385-55.4% | $5,638-73.3% | $4,028-62.6% |
| Admin fee / account holder | $3,105 | $5,755-46.0% | $14,677-78.8% | $5,404-42.5% |