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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 | $175,920 | $113,941+54.4% | $94,229+86.7% | $125,389+40.3% |
| Participation rate | 45.5% | 82.9%-37.4pp | 78.8%-33.3pp | 83.2%-37.7pp |
| Annual return | -4.58% | 5.29%-9.9pp | 10.68%-15.3pp | 282.24%-286.8pp |
| Employer contribution / active EE | $1,430 | $4,727-69.7% | $3,587-60.1% | $4,866-70.6% |
| Participant deferral / active EE | $5,545 | $5,179+7.1% | $4,320+28.4% | $5,352+3.6% |
| Admin fee / account holder | $2,410 | $8,392-71.3% | $6,269-61.6% | $9,541-74.7% |