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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 | $162,111 | $82,324+96.9% | $68,803+135.6% | $134,545+20.5% |
| Participation rate | 61.1% | 75.1%-13.9pp | 69.0%-7.9pp | 81.2%-20.1pp |
| Annual return | -23.40% | -2.17%-21.2pp | -6.37%-17.0pp | 418.37%-441.8pp |
| Employer contribution / active EE | $578 | $3,302-82.5% | $2,656-78.2% | $4,742-87.8% |
| Participant deferral / active EE | $1,460 | $4,740-69.2% | $3,942-63.0% | $6,401-77.2% |
| Admin fee / account holder | $21,758 | $6,485+235.5% | $4,936+340.8% | $11,431+90.3% |