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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 | $121,065 | $53,162+127.7% | $91,225+32.7% | $68,486+76.8% |
| Participation rate | 61.5% | 63.2%-1.7pp | 73.2%-11.7pp | 67.9%-6.4pp |
| Annual return | -20.83% | -3.14%-17.7pp | 114.12%-134.9pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,577 | $1,709-7.8% | $2,851-44.7% | $2,597-39.3% |
| Participant deferral / active EE | $2,751 | $2,974-7.5% | $4,233-35.0% | $4,028-31.7% |
| Admin fee / account holder | $3,989 | $4,493-11.2% | $5,422-26.4% | $5,404-26.2% |