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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 | $124,641 | $81,870+52.2% | $119,634+4.2% | $68,490+82.0% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -23.85% | -23.82%0pp | -14.98%-8.9pp | -7.85%-16.0pp |
| Employer contribution / active EE | $1,061 | $2,692-60.6% | $4,232-74.9% | $2,597-59.1% |
| Participant deferral / active EE | $2,301 | $4,148-44.5% | $5,601-58.9% | $4,028-42.9% |
| Admin fee / account holder | $1,303 | $6,583-80.2% | $10,329-87.4% | $5,403-75.9% |