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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 | $124,923 | $72,404+72.5% | $110,243+13.3% | $64,173+94.7% |
| Participation rate | 64.5% | 73.3%-8.8pp | 79.8%-15.3pp | 69.6%-5.1pp |
| Annual return | -7.75% | -6.29%-1.5pp | 314.76%-322.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,924 | $2,282+28.2% | $3,827-23.6% | $2,381+22.8% |
| Participant deferral / active EE | $7,412 | $3,469+113.7% | $4,672+58.6% | $3,470+113.6% |
| Admin fee / account holder | $8,611 | $5,664+52.0% | $8,548+0.7% | $4,887+76.2% |