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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 | $129,087 | $72,404+78.3% | $110,241+17.1% | $64,181+101.1% |
| Participation rate | 56.8% | 73.3%-16.5pp | 79.8%-23.0pp | 69.6%-12.8pp |
| Annual return | -7.72% | -6.29%-1.4pp | 314.75%-322.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,772 | $2,282-22.3% | $3,827-53.7% | $2,381-25.6% |
| Participant deferral / active EE | $2,645 | $3,469-23.8% | $4,672-43.4% | $3,470-23.8% |
| Admin fee / account holder | $4,488 | $5,664-20.8% | $8,548-47.5% | $4,887-8.2% |