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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 | $178,907 | $67,823+163.8% | $52,425+241.3% | $137,256+30.3% |
| Participation rate | 38.5% | 63.9%-25.4pp | 55.6%-17.2pp | 80.0%-41.5pp |
| Annual return | -12.75% | 219.11%-231.9pp | 302.12%-314.9pp | 220.34%-233.1pp |
| Employer contribution / active EE | $784 | $1,163-32.6% | $914-14.2% | $4,156-81.1% |
| Participant deferral / active EE | $2,129 | $2,288-6.9% | $1,790+18.9% | $6,407-66.8% |
| Admin fee / account holder | $2,997 | $2,844+5.4% | $2,495+20.1% | $12,270-75.6% |