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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 | $97,550+47.3% | $120,344+19.4% | $87,485+64.3% |
| Participation rate | 49.2% | 72.8%-23.6pp | 76.7%-27.5pp | 68.9%-19.8pp |
| Annual return | -27.51% | 18.41%-45.9pp | 20.30%-47.8pp | 26.06%-53.6pp |
| Employer contribution / active EE | $1,778 | $2,291-22.4% | $3,020-41.1% | $2,596-31.5% |
| Participant deferral / active EE | $37,084 | $4,230+776.8% | $5,135+622.2% | $4,274+767.8% |
| Admin fee / account holder | $1,401 | $9,543-85.3% | $12,742-89.0% | $7,775-82.0% |