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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 | $138,827 | $153,769-9.7% | $133,975+3.6% | $273,972-49.3% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.1%-29.9pp | 83.0%-25.9pp |
| Annual return | -1.04% | 36.51%-37.5pp | 29.29%-30.3pp | 41.46%-42.5pp |
| Employer contribution / active EE | $2,301 | $6,029-61.8% | $5,211-55.9% | $4,869-52.7% |
| Participant deferral / active EE | $3,730 | $6,958-46.4% | $6,282-40.6% | $5,287-29.4% |
| Admin fee / account holder | $62,581 | $11,765+431.9% | $9,324+571.2% | $10,133+517.6% |