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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 | $249,125 | $87,544+184.6% | $75,784+228.7% | $125,388+98.7% |
| Participation rate | 25.0% | 80.2%-55.2pp | 75.8%-50.8pp | 83.2%-58.2pp |
| Annual return | -3.91% | 13.49%-17.4pp | 9.68%-13.6pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,110 | $3,930-71.8% | $3,323-66.6% | $4,866-77.2% |
| Participant deferral / active EE | $4,500 | $4,229+6.4% | $3,652+23.2% | $5,352-15.9% |
| Admin fee / account holder | $2,866 | $6,502-55.9% | $5,300-45.9% | $9,541-70.0% |