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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 | $196,688 | $181,896+8.1% | $156,551+25.6% | $273,972-28.2% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | -12.65% | 30.74%-43.4pp | 32.23%-44.9pp | 41.46%-54.1pp |
| Employer contribution / active EE | $3,300 | $6,248-47.2% | $5,501-40.0% | $4,869-32.2% |
| Participant deferral / active EE | $6,500 | $5,550+17.1% | $4,871+33.4% | $5,287+22.9% |
| Admin fee / account holder | $2,543 | $15,560-83.7% | $13,028-80.5% | $10,133-74.9% |