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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 | $130,047 | $71,878+80.9% | $86,698+50.0% | $68,486+89.9% |
| Participation rate | 32.3% | 72.2%-40.0pp | 76.6%-44.3pp | 67.9%-35.6pp |
| Annual return | -20.94% | 3.53%-24.5pp | 35.95%-56.9pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,047 | $2,173-51.8% | $2,837-63.1% | $2,597-59.7% |
| Participant deferral / active EE | $3,786 | $3,779+0.2% | $4,656-18.7% | $4,028-6.0% |
| Admin fee / account holder | $19,023 | $6,113+211.2% | $7,493+153.9% | $5,404+252.0% |