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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 | $153,787 | $107,806+42.7% | $90,655+69.6% | $135,382+13.6% |
| Participation rate | 40.0% | 78.0%-38.0pp | 74.0%-34.0pp | 82.6%-42.6pp |
| Annual return | -10.08% | -0.90%-9.2pp | 1.89%-12.0pp | 519.77%-529.9pp |
| Employer contribution / active EE | $1,922 | $3,018-36.3% | $2,532-24.1% | $4,779-59.8% |
| Participant deferral / active EE | $6,100 | $3,872+57.5% | $3,425+78.1% | $5,609+8.8% |
| Admin fee / account holder | $1,752 | $5,931-70.5% | $4,994-64.9% | $10,829-83.8% |