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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 | $152,820 | $95,915+59.3% | $79,580+92.0% | $134,532+13.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -26.12% | -2.71%-23.4pp | 0.15%-26.3pp | 418.27%-444.4pp |
| Employer contribution / active EE | $1,735 | $3,129-44.6% | $2,413-28.1% | $4,741-63.4% |
| Participant deferral / active EE | $5,972 | $4,693+27.2% | $3,985+49.8% | $6,401-6.7% |
| Admin fee / account holder | $13,063 | $9,132+43.1% | $6,835+91.1% | $11,429+14.3% |