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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 | $189,669 | $42,917+341.9% | $60,899+211.4% | $68,495+176.9% |
| Participation rate | 46.4% | 66.8%-20.4pp | 73.1%-26.7pp | 67.9%-21.5pp |
| Annual return | -18.72% | -13.99%-4.7pp | 16.92%-35.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $4,188 | $1,979+111.6% | $2,702+55.0% | $2,596+61.3% |
| Participant deferral / active EE | $5,672 | $2,867+97.9% | $3,817+48.6% | $4,028+40.8% |
| Admin fee / account holder | $832 | $3,102-73.2% | $3,225-74.2% | $5,403-84.6% |