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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 | $210,887 | $82,674+155.1% | $125,381+68.2% | $68,486+207.9% |
| Participation rate | 31.3% | 75.1%-43.8pp | 82.4%-51.1pp | 67.9%-36.6pp |
| Annual return | -19.61% | -5.97%-13.6pp | 572.31%-591.9pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,026 | $3,382-69.7% | $4,815-78.7% | $2,597-60.5% |
| Participant deferral / active EE | $2,976 | $6,111-51.3% | $7,448-60.0% | $4,028-26.1% |
| Admin fee / account holder | $4,207 | $6,277-33.0% | $10,007-58.0% | $5,404-22.1% |