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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 | $128,528 | $57,352+124.1% | $83,830+53.3% | $64,173+100.3% |
| Participation rate | 51.2% | 68.6%-17.4pp | 76.1%-24.9pp | 69.6%-18.3pp |
| Annual return | -8.84% | 11.38%-20.2pp | 850.97%-859.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,592 | $2,546-37.5% | $3,631-56.2% | $2,381-33.1% |
| Participant deferral / active EE | $3,574 | $2,993+19.4% | $4,082-12.4% | $3,470+3.0% |
| Admin fee / account holder | $486 | $4,046-88.0% | $5,479-91.1% | $4,887-90.1% |