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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 | $122,196 | $71,872+70.0% | $86,691+41.0% | $68,495+78.4% |
| Participation rate | 67.7% | 72.2%-4.5pp | 76.6%-8.8pp | 67.9%-0.1pp |
| Annual return | -20.07% | 3.53%-23.6pp | 35.94%-56.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $748 | $2,173-65.6% | $2,837-73.6% | $2,596-71.2% |
| Participant deferral / active EE | $5,060 | $3,779+33.9% | $4,656+8.7% | $4,028+25.6% |
| Admin fee / account holder | $25,770 | $6,112+321.6% | $7,492+244.0% | $5,403+376.9% |