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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 | $159,839 | $134,001+19.3% | $112,258+42.4% | $134,509+18.8% |
| Participation rate | 38.5% | 78.6%-40.1pp | 75.1%-36.6pp | 81.2%-42.8pp |
| Annual return | -27.67% | 47.15%-74.8pp | 27.47%-55.1pp | 418.13%-445.8pp |
| Employer contribution / active EE | $1,557 | $4,039-61.5% | $3,636-57.2% | $4,741-67.2% |
| Participant deferral / active EE | $6,050 | $5,291+14.3% | $4,728+27.9% | $6,400-5.5% |
| Admin fee / account holder | $3,603 | $7,491-51.9% | $6,411-43.8% | $11,427-68.5% |