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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 | $112,144 | $54,370+106.3% | $82,763+35.5% | $68,490+63.7% |
| Participation rate | 58.6% | 63.9%-5.3pp | 72.6%-13.9pp | 67.9%-9.3pp |
| Annual return | -20.49% | -13.67%-6.8pp | 702.45%-722.9pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,696 | $2,219-23.6% | $3,008-43.6% | $2,597-34.7% |
| Participant deferral / active EE | $3,517 | $3,247+8.3% | $4,395-20.0% | $4,028-12.7% |
| Admin fee / account holder | $1,426 | $4,398-67.6% | $5,325-73.2% | $5,403-73.6% |