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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 | $124,355 | $62,583+98.7% | $76,767+62.0% | $64,173+93.8% |
| Participation rate | 61.8% | 72.8%-11.1pp | 77.0%-15.2pp | 69.6%-7.8pp |
| Annual return | -7.73% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,512 | $1,832-17.5% | $2,485-39.2% | $2,381-36.5% |
| Participant deferral / active EE | $3,415 | $3,145+8.6% | $3,852-11.3% | $3,470-1.6% |
| Admin fee / account holder | $1,419 | $4,667-69.6% | $6,675-78.7% | $4,887-71.0% |