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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 | $213,847 | $73,839+189.6% | $143,788+48.7% | $68,495+212.2% |
| Participation rate | 65.4% | 66.7%-1.3pp | 80.3%-14.9pp | 67.9%-2.5pp |
| Annual return | -20.37% | 1.01%-21.4pp | -0.03%-20.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $5,294 | $3,184+66.3% | $4,952+6.9% | $2,596+103.9% |
| Participant deferral / active EE | $5,074 | $3,384+49.9% | $5,638-10.0% | $4,028+26.0% |
| Admin fee / account holder | $36,816 | $5,755+539.8% | $14,675+150.9% | $5,403+581.4% |