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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 | $154,005 | $136,860+12.5% | $120,344+28.0% | $154,746-0.5% |
| Participation rate | 57.1% | 79.9%-22.7pp | 76.7%-19.6pp | 80.7%-23.6pp |
| Annual return | -8.84% | 21.38%-30.2pp | 20.30%-29.1pp | 172.34%-181.2pp |
| Employer contribution / active EE | $1,489 | $3,533-57.9% | $3,020-50.7% | $4,379-66.0% |
| Participant deferral / active EE | $3,277 | $5,793-43.4% | $5,135-36.2% | $6,730-51.3% |
| Admin fee / account holder | $49,727 | $15,393+223.1% | $12,742+290.3% | $14,365+246.2% |