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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 | $141,027 | $110,083+28.1% | $151,628-7.0% | $68,495+105.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 87.5%-20.8pp | 67.9%-1.2pp |
| Annual return | -20.95% | -10.12%-10.8pp | 3.34%-24.3pp | -7.84%-13.1pp |
| Employer contribution / active EE | $2,826 | $4,470-36.8% | $6,165-54.2% | $2,596+8.8% |
| Participant deferral / active EE | $4,830 | $6,526-26.0% | $8,363-42.2% | $4,028+19.9% |
| Admin fee / account holder | $46,440 | $7,718+501.7% | $11,613+299.9% | $5,403+759.5% |