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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 | $107,146 | $81,870+30.9% | $119,634-10.4% | $68,490+56.4% |
| Participation rate | 37.1% | 71.9%-34.8pp | 79.3%-42.1pp | 67.9%-30.8pp |
| Annual return | -44.38% | -23.82%-20.6pp | -14.98%-29.4pp | -7.85%-36.5pp |
| Employer contribution / active EE | $1,246 | $2,692-53.7% | $4,232-70.6% | $2,597-52.0% |
| Participant deferral / active EE | $2,515 | $4,148-39.4% | $5,601-55.1% | $4,028-37.5% |
| Admin fee / account holder | $2,546 | $6,583-61.3% | $10,329-75.3% | $5,403-52.9% |