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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 | $116,818 | $72,388+61.4% | $111,392+4.9% | $64,173+82.0% |
| Participation rate | 64.0% | 70.5%-6.5pp | 78.9%-14.9pp | 69.6%-5.6pp |
| Annual return | -9.31% | -1.50%-7.8pp | -2.06%-7.3pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,992 | $3,000-33.6% | $4,328-54.0% | $2,381-16.3% |
| Participant deferral / active EE | $6,368 | $4,241+50.2% | $5,567+14.4% | $3,470+83.5% |
| Admin fee / account holder | $4,241 | $5,719-25.9% | $12,266-65.4% | $4,887-13.2% |