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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 | $133,305 | $81,870+62.8% | $119,608+11.5% | $68,495+94.6% |
| Participation rate | 55.2% | 71.9%-16.7pp | 79.3%-24.1pp | 67.9%-12.7pp |
| Annual return | -20.89% | -23.82%+2.9pp | -14.98%-5.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $2,886 | $2,692+7.2% | $4,232-31.8% | $2,596+11.1% |
| Participant deferral / active EE | $5,406 | $4,148+30.3% | $5,601-3.5% | $4,028+34.2% |
| Admin fee / account holder | $870 | $6,583-86.8% | $10,326-91.6% | $5,403-83.9% |