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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 | $135,546 | $82,674+64.0% | $125,381+8.1% | $68,486+97.9% |
| Participation rate | 54.4% | 75.1%-20.7pp | 82.4%-28.0pp | 67.9%-13.5pp |
| Annual return | -19.60% | -5.97%-13.6pp | 572.31%-591.9pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,084 | $3,382-68.0% | $4,815-77.5% | $2,597-58.3% |
| Participant deferral / active EE | $5,596 | $6,111-8.4% | $7,448-24.9% | $4,028+39.0% |
| Admin fee / account holder | $15,611 | $6,277+148.7% | $10,007+56.0% | $5,404+188.9% |