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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 | $158,276 | $71,878+120.2% | $86,698+82.6% | $68,486+131.1% |
| Participation rate | 69.0% | 72.2%-3.3pp | 76.6%-7.6pp | 67.9%+1.1pp |
| Annual return | -23.23% | 3.53%-26.8pp | 35.95%-59.2pp | -7.85%-15.4pp |
| Employer contribution / active EE | $2,980 | $2,173+37.1% | $2,837+5.0% | $2,597+14.8% |
| Participant deferral / active EE | $6,690 | $3,779+77.0% | $4,656+43.7% | $4,028+66.1% |
| Admin fee / account holder | $4,365 | $6,113-28.6% | $7,493-41.7% | $5,404-19.2% |