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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 | $154,724 | $81,870+89.0% | $119,622+29.3% | $68,486+125.9% |
| Participation rate | 64.2% | 71.9%-7.7pp | 79.3%-15.1pp | 67.9%-3.7pp |
| Annual return | -19.21% | -23.82%+4.6pp | -14.98%-4.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $3,334 | $2,692+23.9% | $4,232-21.2% | $2,597+28.4% |
| Participant deferral / active EE | $6,213 | $4,148+49.8% | $5,601+10.9% | $4,028+54.3% |
| Admin fee / account holder | $3,479 | $6,583-47.1% | $10,328-66.3% | $5,404-35.6% |