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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 | $190,370 | $142,409+33.7% | $119,634+59.1% | $134,545+41.5% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -38.32% | -12.46%-25.9pp | -14.98%-23.3pp | 418.37%-456.7pp |
| Employer contribution / active EE | $1,443 | $5,224-72.4% | $4,232-65.9% | $4,742-69.6% |
| Participant deferral / active EE | $5,204 | $6,468-19.5% | $5,601-7.1% | $6,401-18.7% |
| Admin fee / account holder | $2,453 | $13,594-82.0% | $10,329-76.3% | $11,431-78.5% |