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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 | $189,457 | $82,674+129.2% | $125,381+51.1% | $68,486+176.6% |
| Participation rate | 20.9% | 75.1%-54.1pp | 82.4%-61.4pp | 67.9%-47.0pp |
| Annual return | -43.84% | -5.97%-37.9pp | 572.31%-616.2pp | -7.85%-36.0pp |
| Employer contribution / active EE | $10,136 | $3,382+199.7% | $4,815+110.5% | $2,597+290.3% |
| Participant deferral / active EE | $3,319 | $6,111-45.7% | $7,448-55.4% | $4,028-17.6% |
| Admin fee / account holder | $413 | $6,277-93.4% | $10,007-95.9% | $5,404-92.4% |