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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 | $140,183 | $71,873+95.0% | $86,698+61.7% | $68,490+104.7% |
| Participation rate | 45.3% | 72.2%-26.9pp | 76.6%-31.2pp | 67.9%-22.5pp |
| Annual return | -18.82% | 3.54%-22.4pp | 35.96%-54.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $2,216 | $2,173+2.0% | $2,837-21.9% | $2,597-14.7% |
| Participant deferral / active EE | $2,470 | $3,779-34.6% | $4,656-46.9% | $4,028-38.7% |
| Admin fee / account holder | $2,119 | $6,110-65.3% | $7,492-71.7% | $5,403-60.8% |