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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 | $189,438 | $83,908+125.8% | $68,509+176.5% | $125,389+51.1% |
| Participation rate | 50.0% | 78.2%-28.2pp | 74.7%-24.7pp | 83.2%-33.2pp |
| Annual return | -7.29% | 14.48%-21.8pp | 8.27%-15.6pp | 282.24%-289.5pp |
| Employer contribution / active EE | $5,244 | $3,031+73.0% | $2,278+130.2% | $4,866+7.8% |
| Participant deferral / active EE | $12,000 | $4,125+190.9% | $3,382+254.8% | $5,352+124.2% |
| Admin fee / account holder | $2,666 | $8,982-70.3% | $5,275-49.5% | $9,541-72.1% |