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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 | $119,710 | $59,111+102.5% | $86,451+38.5% | $68,490+74.8% |
| Participation rate | 49.4% | 75.2%-25.8pp | 80.3%-30.9pp | 67.9%-18.5pp |
| Annual return | -41.92% | -0.22%-41.7pp | 4398.51%-4440.4pp | -7.85%-34.1pp |
| Employer contribution / active EE | $2,043 | $2,519-18.9% | $3,770-45.8% | $2,597-21.3% |
| Participant deferral / active EE | $3,736 | $5,900-36.7% | $6,953-46.3% | $4,028-7.2% |
| Admin fee / account holder | $2,425 | $5,640-57.0% | $6,734-64.0% | $5,403-55.1% |