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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 | $155,315 | $81,870+89.7% | $119,622+29.8% | $68,486+126.8% |
| Participation rate | 40.4% | 71.9%-31.5pp | 79.3%-38.8pp | 67.9%-27.5pp |
| Annual return | -23.09% | -23.82%+0.7pp | -14.98%-8.1pp | -7.85%-15.2pp |
| Employer contribution / active EE | $2,669 | $2,692-0.9% | $4,232-36.9% | $2,597+2.8% |
| Participant deferral / active EE | $4,080 | $4,148-1.6% | $5,601-27.1% | $4,028+1.3% |
| Admin fee / account holder | $2,637 | $6,583-59.9% | $10,328-74.5% | $5,404-51.2% |