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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 | $99,286 | $71,878+38.1% | $86,698+14.5% | $68,486+45.0% |
| Participation rate | 57.1% | 72.2%-15.1pp | 76.6%-19.4pp | 67.9%-10.8pp |
| Annual return | -21.32% | 3.53%-24.8pp | 35.95%-57.3pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,815 | $2,173-16.5% | $2,837-36.0% | $2,597-30.1% |
| Participant deferral / active EE | $3,662 | $3,779-3.1% | $4,656-21.4% | $4,028-9.1% |
| Admin fee / account holder | $25,275 | $6,113+313.5% | $7,493+237.3% | $5,404+367.7% |