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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 | $114,352 | $72,404+57.9% | $110,243+3.7% | $64,173+78.2% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.1pp | 69.6%-1.8pp |
| Annual return | -9.65% | -6.29%-3.4pp | 314.76%-324.4pp | 7.63%-17.3pp |
| Employer contribution / active EE | $2,101 | $2,282-7.9% | $3,827-45.1% | $2,381-11.8% |
| Participant deferral / active EE | $4,951 | $3,469+42.7% | $4,672+6.0% | $3,470+42.7% |
| Admin fee / account holder | $1,604 | $5,664-71.7% | $8,548-81.2% | $4,887-67.2% |