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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 | $139,273 | $81,870+70.1% | $119,622+16.4% | $68,486+103.4% |
| Participation rate | 57.1% | 71.9%-14.8pp | 79.3%-22.1pp | 67.9%-10.8pp |
| Annual return | -21.65% | -23.82%+2.2pp | -14.98%-6.7pp | -7.85%-13.8pp |
| Employer contribution / active EE | $1,897 | $2,692-29.5% | $4,232-55.2% | $2,597-26.9% |
| Participant deferral / active EE | $3,524 | $4,148-15.0% | $5,601-37.1% | $4,028-12.5% |
| Admin fee / account holder | $27,139 | $6,583+312.3% | $10,328+162.8% | $5,404+402.2% |