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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 | $143,714 | $95,453+50.6% | $112,040+28.3% | $82,448+74.3% |
| Participation rate | 49.2% | 72.8%-23.6pp | 76.5%-27.3pp | 68.1%-18.9pp |
| Annual return | -27.51% | 23.92%-51.4pp | 24.52%-52.0pp | 41.64%-69.2pp |
| Employer contribution / active EE | $1,778 | $2,318-23.3% | $2,954-39.8% | $2,551-30.3% |
| Participant deferral / active EE | $37,084 | $4,224+778.0% | $5,098+627.5% | $4,139+795.9% |
| Admin fee / account holder | $1,401 | $9,013-84.5% | $12,098-88.4% | $7,234-80.6% |