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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 | $123,323 | $73,978+66.7% | $96,515+27.8% | $75,173+64.1% |
| Participation rate | 56.7% | 66.4%-9.8pp | 74.3%-17.7pp | 67.2%-10.5pp |
| Annual return | -7.52% | 26.72%-34.2pp | 35.73%-43.2pp | 160.72%-168.2pp |
| Employer contribution / active EE | $1,122 | $2,931-61.7% | $3,740-70.0% | $2,671-58.0% |
| Participant deferral / active EE | $2,461 | $3,660-32.8% | $4,880-49.6% | $4,126-40.3% |
| Admin fee / account holder | $6,285 | $5,219+20.4% | $6,735-6.7% | $5,651+11.2% |