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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 | $155,270 | $135,956+14.2% | $123,894+25.3% | $273,972-43.3% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | -5.72% | 56.63%-62.3pp | 47.52%-53.2pp | 41.46%-47.2pp |
| Employer contribution / active EE | $2,792 | $5,170-46.0% | $4,617-39.5% | $4,869-42.7% |
| Participant deferral / active EE | $2,792 | $6,343-56.0% | $5,984-53.3% | $5,287-47.2% |
| Admin fee / account holder | $473 | $9,817-95.2% | $8,357-94.3% | $10,133-95.3% |