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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 | $96,964 | $73,019+32.8% | $90,766+6.8% | $68,490+41.6% |
| Participation rate | 53.3% | 70.8%-17.5pp | 75.7%-22.4pp | 67.9%-14.6pp |
| Annual return | -19.63% | -13.81%-5.8pp | -12.16%-7.5pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,443 | $2,193-34.2% | $2,922-50.6% | $2,597-44.4% |
| Participant deferral / active EE | $3,159 | $3,626-12.9% | $4,565-30.8% | $4,028-21.6% |
| Admin fee / account holder | $14,471 | $5,897+145.4% | $8,446+71.3% | $5,403+167.8% |