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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 | $174,115 | $90,486+92.4% | $78,676+121.3% | $273,972-36.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | -3.41% | 75.62%-79.0pp | 62.19%-65.6pp | 41.46%-44.9pp |
| Employer contribution / active EE | $4,295 | $3,175+35.3% | $2,850+50.7% | $4,869-11.8% |
| Participant deferral / active EE | $3,786 | $3,901-3.0% | $3,517+7.7% | $5,287-28.4% |
| Admin fee / account holder | $1,224 | $5,263-76.7% | $4,510-72.9% | $10,133-87.9% |