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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 | $183,799 | $73,009+151.8% | $90,760+102.5% | $68,486+168.4% |
| Participation rate | 61.9% | 70.8%-8.9pp | 75.7%-13.8pp | 67.9%-6.0pp |
| Annual return | -19.93% | -13.81%-6.1pp | -12.16%-7.8pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,595 | $2,193-27.3% | $2,922-45.4% | $2,597-38.6% |
| Participant deferral / active EE | $5,732 | $3,626+58.1% | $4,565+25.6% | $4,028+42.3% |
| Admin fee / account holder | $6,163 | $5,896+4.5% | $8,444-27.0% | $5,404+14.0% |