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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 | $135,549 | $44,850+202.2% | $60,547+123.9% | $59,633+127.3% |
| Participation rate | 28.2% | 59.5%-31.3pp | 68.0%-39.8pp | 68.7%-40.5pp |
| Annual return | -4.62% | 1074.14%-1078.8pp | 335.64%-340.3pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $1,118 | $1,462-23.5% | $2,419-53.8% | $2,203-49.2% |
| Participant deferral / active EE | $2,296 | $2,230+3.0% | $3,328-31.0% | $3,192-28.1% |
| Admin fee / account holder | $11,693 | $3,635+221.6% | $4,536+157.8% | $4,297+172.1% |