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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 | $141,898 | $69,012+105.6% | $160,009-11.3% | $68,486+107.2% |
| Participation rate | 37.3% | 65.4%-28.1pp | 78.0%-40.7pp | 67.9%-30.6pp |
| Annual return | -21.81% | -9.65%-12.2pp | 408.85%-430.7pp | -7.85%-14.0pp |
| Employer contribution / active EE | $1,137 | $2,212-48.6% | $4,225-73.1% | $2,597-56.2% |
| Participant deferral / active EE | $2,977 | $4,212-29.3% | $6,183-51.9% | $4,028-26.1% |
| Admin fee / account holder | $3,981 | $4,798-17.0% | $8,715-54.3% | $5,404-26.3% |