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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 | $150,496 | $73,978+103.4% | $96,515+55.9% | $75,173+100.2% |
| Participation rate | 46.7% | 66.4%-19.8pp | 74.3%-27.7pp | 67.2%-20.5pp |
| Annual return | -9.51% | 26.72%-36.2pp | 35.73%-45.2pp | 160.72%-170.2pp |
| Employer contribution / active EE | $5,000 | $2,931+70.6% | $3,740+33.7% | $2,671+87.2% |
| Participant deferral / active EE | $3,233 | $3,660-11.7% | $4,880-33.7% | $4,126-21.7% |
| Admin fee / account holder | $4,635 | $5,219-11.2% | $6,735-31.2% | $5,651-18.0% |