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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 | $177,267 | $71,878+146.6% | $86,698+104.5% | $68,486+158.8% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.4pp | 67.9%+1.3pp |
| Annual return | -18.84% | 3.53%-22.4pp | 35.95%-54.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,471 | $2,173-32.3% | $2,837-48.1% | $2,597-43.3% |
| Participant deferral / active EE | $5,855 | $3,779+54.9% | $4,656+25.7% | $4,028+45.4% |
| Admin fee / account holder | $2,963 | $6,113-51.5% | $7,493-60.5% | $5,404-45.2% |