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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 | $146,108 | $95,917+52.3% | $79,583+83.6% | $134,545+8.6% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -21.12% | -2.70%-18.4pp | 0.16%-21.3pp | 418.37%-439.5pp |
| Employer contribution / active EE | $1,429 | $3,129-54.3% | $2,414-40.8% | $4,742-69.9% |
| Participant deferral / active EE | $3,554 | $4,694-24.3% | $3,986-10.8% | $6,401-44.5% |
| Admin fee / account holder | $5,698 | $9,132-37.6% | $6,835-16.6% | $11,431-50.2% |