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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 | $177,998 | $110,083+61.7% | $151,645+17.4% | $68,490+159.9% |
| Participation rate | 69.0% | 84.0%-15.0pp | 87.5%-18.5pp | 67.9%+1.1pp |
| Annual return | -21.59% | -10.12%-11.5pp | 3.34%-24.9pp | -7.85%-13.7pp |
| Employer contribution / active EE | $2,653 | $4,470-40.6% | $6,165-57.0% | $2,597+2.2% |
| Participant deferral / active EE | $5,846 | $6,526-10.4% | $8,363-30.1% | $4,028+45.1% |
| Admin fee / account holder | $6,311 | $7,718-18.2% | $11,614-45.7% | $5,403+16.8% |