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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 | $102,517 | $71,878+42.6% | $86,698+18.2% | $68,486+49.7% |
| Participation rate | 67.9% | 72.2%-4.4pp | 76.6%-8.7pp | 67.9%0pp |
| Annual return | -21.25% | 3.53%-24.8pp | 35.95%-57.2pp | -7.85%-13.4pp |
| Employer contribution / active EE | $4,240 | $2,173+95.1% | $2,837+49.5% | $2,597+63.3% |
| Participant deferral / active EE | $8,717 | $3,779+130.7% | $4,656+87.2% | $4,028+116.4% |
| Admin fee / account holder | $2,618 | $6,113-57.2% | $7,493-65.1% | $5,404-51.6% |