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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 | $140,944 | $81,870+72.2% | $119,634+17.8% | $68,490+105.8% |
| Participation rate | 60.6% | 71.9%-11.3pp | 79.3%-18.7pp | 67.9%-7.3pp |
| Annual return | -19.32% | -23.82%+4.5pp | -14.98%-4.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,173 | $2,692-56.4% | $4,232-72.3% | $2,597-54.8% |
| Participant deferral / active EE | $3,298 | $4,148-20.5% | $5,601-41.1% | $4,028-18.1% |
| Admin fee / account holder | $3,966 | $6,583-39.8% | $10,329-61.6% | $5,403-26.6% |