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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 | $114,736 | $65,041+76.4% | $90,965+26.1% | $79,858+43.7% |
| Participation rate | 48.6% | 61.6%-13.0pp | 69.0%-20.4pp | 69.6%-21.0pp |
| Annual return | -3.62% | 30.45%-34.1pp | 134.57%-138.2pp | 31.72%-35.3pp |
| Employer contribution / active EE | $1,289 | $1,247+3.4% | $2,122-39.2% | $2,471-47.8% |
| Participant deferral / active EE | $3,138 | $2,512+24.9% | $3,373-7.0% | $3,740-16.1% |
| Admin fee / account holder | $3,174 | $4,536-30.0% | $5,960-46.7% | $5,306-40.2% |