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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 | $131,854 | $82,674+59.5% | $125,381+5.2% | $68,486+92.5% |
| Participation rate | 63.6% | 75.1%-11.4pp | 82.4%-18.7pp | 67.9%-4.3pp |
| Annual return | -23.00% | -5.97%-17.0pp | 572.31%-595.3pp | -7.85%-15.1pp |
| Employer contribution / active EE | $1,993 | $3,382-41.1% | $4,815-58.6% | $2,597-23.2% |
| Participant deferral / active EE | $2,610 | $6,111-57.3% | $7,448-65.0% | $4,028-35.2% |
| Admin fee / account holder | $2,626 | $6,277-58.2% | $10,007-73.8% | $5,404-51.4% |