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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 | $144,881 | $72,273+100.5% | $101,275+43.1% | $79,856+81.4% |
| Participation rate | 56.0% | 68.5%-12.5pp | 75.8%-19.8pp | 69.6%-13.6pp |
| Annual return | -7.55% | 22.30%-29.8pp | 46.48%-54.0pp | 31.71%-39.3pp |
| Employer contribution / active EE | $1,272 | $2,691-52.7% | $3,660-65.2% | $2,471-48.5% |
| Participant deferral / active EE | $2,664 | $3,282-18.8% | $4,371-39.0% | $3,741-28.8% |
| Admin fee / account holder | $3,408 | $4,401-22.6% | $5,948-42.7% | $5,306-35.8% |