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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 | $157,133 | $62,715+150.6% | $104,301+50.7% | $66,938+134.7% |
| Participation rate | 22.0% | 59.6%-37.6pp | 73.3%-51.3pp | 69.8%-47.8pp |
| Annual return | -21.98% | -14.70%-7.3pp | 24.61%-46.6pp | 1.58%-23.6pp |
| Employer contribution / active EE | $542 | $1,976-72.5% | $3,373-83.9% | $2,545-78.7% |
| Participant deferral / active EE | $1,472 | $2,852-48.4% | $4,626-68.2% | $4,238-65.3% |
| Admin fee / account holder | $3,342 | $657+408.9% | $7,340-54.5% | $594+463.1% |