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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 | $140,889 | $81,870+72.1% | $119,634+17.8% | $68,490+105.7% |
| Participation rate | 30.8% | 71.9%-41.1pp | 79.3%-48.5pp | 67.9%-37.1pp |
| Annual return | -18.92% | -23.82%+4.9pp | -14.98%-3.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $871 | $2,692-67.6% | $4,232-79.4% | $2,597-66.5% |
| Participant deferral / active EE | $3,484 | $4,148-16.0% | $5,601-37.8% | $4,028-13.5% |
| Admin fee / account holder | $1,091 | $6,583-83.4% | $10,329-89.4% | $5,403-79.8% |