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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 | $110,847 | $73,863+50.1% | $143,797-22.9% | $68,490+61.8% |
| Participation rate | 47.6% | 66.7%-19.0pp | 80.3%-32.7pp | 67.9%-20.3pp |
| Annual return | -23.11% | 0.91%-24.0pp | -0.04%-23.1pp | -7.85%-15.3pp |
| Employer contribution / active EE | $2,874 | $3,185-9.8% | $4,952-42.0% | $2,597+10.7% |
| Participant deferral / active EE | $5,720 | $3,385+69.0% | $5,638+1.4% | $4,028+42.0% |
| Admin fee / account holder | $5,555 | $5,756-3.5% | $14,679-62.2% | $5,403+2.8% |