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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 | $140,807 | $64,719+117.6% | $112,249+25.4% | $68,486+105.6% |
| Participation rate | 66.0% | 67.2%-1.2pp | 75.1%-9.1pp | 67.9%-1.9pp |
| Annual return | -21.40% | -11.40%-10.0pp | 27.48%-48.9pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,942 | $2,747-29.3% | $3,636-46.6% | $2,597-25.2% |
| Participant deferral / active EE | $4,214 | $3,565+18.2% | $4,729-10.9% | $4,028+4.6% |
| Admin fee / account holder | $751 | $5,232-85.6% | $6,412-88.3% | $5,404-86.1% |