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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 | $193,661 | $95,915+101.9% | $79,580+143.4% | $134,532+44.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -33.32% | -2.71%-30.6pp | 0.15%-33.5pp | 418.27%-451.6pp |
| Employer contribution / active EE | $1,099 | $3,129-64.9% | $2,413-54.5% | $4,741-76.8% |
| Participant deferral / active EE | $2,932 | $4,693-37.5% | $3,985-26.4% | $6,401-54.2% |
| Admin fee / account holder | $483 | $9,132-94.7% | $6,835-92.9% | $11,429-95.8% |