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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 | $167,817 | $91,537+83.3% | $130,045+29.0% | $75,173+123.2% |
| Participation rate | 56.5% | 71.5%-14.9pp | 78.5%-22.0pp | 67.2%-10.7pp |
| Annual return | 7.20% | -631.55%+638.7pp | -137.30%+144.5pp | 160.72%-153.5pp |
| Employer contribution / active EE | $1,266 | $2,845-55.5% | $4,321-70.7% | $2,671-52.6% |
| Participant deferral / active EE | $5,600 | $4,343+29.0% | $5,820-3.8% | $4,126+35.7% |
| Admin fee / account holder | $29,968 | $6,780+342.0% | $10,600+182.7% | $5,651+430.4% |