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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 | $106,443 | $65,704+62.0% | $94,229+13.0% | $59,633+78.5% |
| Participation rate | 48.0% | 72.1%-24.1pp | 78.8%-30.8pp | 68.7%-20.7pp |
| Annual return | -7.58% | 5.22%-12.8pp | 10.68%-18.3pp | 2041.45%-2049.0pp |
| Employer contribution / active EE | $1,374 | $2,021-32.0% | $3,587-61.7% | $2,203-37.6% |
| Participant deferral / active EE | $5,306 | $3,143+68.8% | $4,320+22.8% | $3,192+66.3% |
| Admin fee / account holder | $502 | $4,265-88.2% | $6,269-92.0% | $4,297-88.3% |