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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 | $171,488 | $71,873+138.6% | $86,698+97.8% | $68,490+150.4% |
| Participation rate | 57.9% | 72.2%-14.4pp | 76.6%-18.7pp | 67.9%-10.0pp |
| Annual return | -19.38% | 3.54%-22.9pp | 35.96%-55.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,527 | $2,173-29.7% | $2,837-46.2% | $2,597-41.2% |
| Participant deferral / active EE | $6,296 | $3,779+66.6% | $4,656+35.2% | $4,028+56.3% |
| Admin fee / account holder | $7,005 | $6,110+14.6% | $7,492-6.5% | $5,403+29.7% |