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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 | $158,478 | $64,719+144.9% | $112,249+41.2% | $68,486+131.4% |
| Participation rate | 68.0% | 67.2%+0.8pp | 75.1%-7.1pp | 67.9%+0.1pp |
| Annual return | -21.64% | -11.40%-10.2pp | 27.48%-49.1pp | -7.85%-13.8pp |
| Employer contribution / active EE | $5,324 | $2,747+93.8% | $3,636+46.4% | $2,597+105.0% |
| Participant deferral / active EE | $7,306 | $3,565+104.9% | $4,729+54.5% | $4,028+81.4% |
| Admin fee / account holder | $25,127 | $5,232+380.2% | $6,412+291.9% | $5,404+365.0% |