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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 | $140,866 | $81,457+72.9% | $103,378+36.3% | $80,911+74.1% |
| Participation rate | 44.8% | 66.8%-22.0pp | 74.5%-29.7pp | 67.6%-22.8pp |
| Annual return | -17.19% | 25.58%-42.8pp | 24.91%-42.1pp | 35.63%-52.8pp |
| Employer contribution / active EE | $1,796 | $3,107-42.2% | $3,870-53.6% | $2,756-34.8% |
| Participant deferral / active EE | $4,385 | $3,871+13.3% | $5,058-13.3% | $4,297+2.1% |
| Admin fee / account holder | $44,354 | $6,717+560.4% | $8,401+428.0% | $6,935+539.6% |