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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 | $158,822 | $72,404+119.4% | $110,241+44.1% | $64,181+147.5% |
| Participation rate | 29.0% | 73.3%-44.3pp | 79.8%-50.8pp | 69.6%-40.5pp |
| Annual return | -8.24% | -6.29%-2.0pp | 314.75%-323.0pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,269 | $2,282-44.4% | $3,827-66.8% | $2,381-46.7% |
| Participant deferral / active EE | $2,800 | $3,469-19.3% | $4,672-40.1% | $3,470-19.3% |
| Admin fee / account holder | $336 | $5,664-94.1% | $8,548-96.1% | $4,887-93.1% |