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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 | $160,043 | $64,719+147.3% | $112,249+42.6% | $68,486+133.7% |
| Participation rate | 61.4% | 67.2%-5.7pp | 75.1%-13.6pp | 67.9%-6.5pp |
| Annual return | -19.78% | -11.40%-8.4pp | 27.48%-47.3pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,523 | $2,747-44.5% | $3,636-58.1% | $2,597-41.3% |
| Participant deferral / active EE | $2,772 | $3,565-22.3% | $4,729-41.4% | $4,028-31.2% |
| Admin fee / account holder | $2,117 | $5,232-59.5% | $6,412-67.0% | $5,404-60.8% |