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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 | $111,046 | $46,689+137.8% | $117,498-5.5% | $68,495+62.1% |
| Participation rate | 43.1% | 56.8%-13.7pp | 70.6%-27.5pp | 67.9%-24.8pp |
| Annual return | -27.07% | -14.52%-12.6pp | 29.75%-56.8pp | -7.84%-19.2pp |
| Employer contribution / active EE | $1,596 | $1,505+6.0% | $4,178-61.8% | $2,596-38.5% |
| Participant deferral / active EE | $2,690 | $2,637+2.0% | $4,071-33.9% | $4,028-33.2% |
| Admin fee / account holder | $1,940 | $4,021-51.8% | $5,646-65.6% | $5,403-64.1% |