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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 | $236,981 | $56,339+320.6% | $104,299+127.2% | $68,490+246.0% |
| Participation rate | 21.4% | 63.3%-41.8pp | 73.3%-51.8pp | 67.9%-46.5pp |
| Annual return | -20.87% | -9.19%-11.7pp | 24.62%-45.5pp | -7.85%-13.0pp |
| Employer contribution / active EE | $994 | $1,960-49.3% | $3,373-70.5% | $2,597-61.7% |
| Participant deferral / active EE | $1,830 | $3,077-40.5% | $4,626-60.4% | $4,028-54.6% |
| Admin fee / account holder | $18,980 | $4,902+287.2% | $7,339+158.6% | $5,403+251.3% |