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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 | $150,610 | $82,324+82.9% | $68,803+118.9% | $134,545+11.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -21.05% | -2.17%-18.9pp | -6.37%-14.7pp | 418.37%-439.4pp |
| Employer contribution / active EE | $2,106 | $3,302-36.2% | $2,656-20.7% | $4,742-55.6% |
| Participant deferral / active EE | $7,594 | $4,740+60.2% | $3,942+92.7% | $6,401+18.6% |
| Admin fee / account holder | $1,757 | $6,485-72.9% | $4,936-64.4% | $11,431-84.6% |