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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 | $162,045 | $73,787+119.6% | $98,716+64.2% | $82,448+96.5% |
| Participation rate | 21.5% | 61.4%-39.9pp | 69.3%-47.8pp | 68.1%-46.5pp |
| Annual return | -11.84% | 18.57%-30.4pp | 31.81%-43.7pp | 41.64%-53.5pp |
| Employer contribution / active EE | $1,144 | $1,511-24.3% | $2,279-49.8% | $2,551-55.2% |
| Participant deferral / active EE | $2,414 | $3,081-21.7% | $4,048-40.4% | $4,139-41.7% |
| Admin fee / account holder | $11,555 | $6,500+77.8% | $8,703+32.8% | $7,234+59.7% |