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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 | $166,099 | $64,716+156.7% | $112,258+48.0% | $68,495+142.5% |
| Participation rate | 53.1% | 67.2%-14.0pp | 75.1%-21.9pp | 67.9%-14.8pp |
| Annual return | -21.01% | -11.40%-9.6pp | 27.47%-48.5pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,570 | $2,746-42.8% | $3,636-56.8% | $2,596-39.5% |
| Participant deferral / active EE | $5,031 | $3,565+41.1% | $4,728+6.4% | $4,028+24.9% |
| Admin fee / account holder | $22,804 | $5,232+335.9% | $6,411+255.7% | $5,403+322.0% |