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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 | $127,748 | $90,486+41.2% | $78,676+62.4% | $273,972-53.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | -2.38% | 75.62%-78.0pp | 62.19%-64.6pp | 41.46%-43.8pp |
| Employer contribution / active EE | $1,872 | $3,175-41.0% | $2,850-34.3% | $4,869-61.5% |
| Participant deferral / active EE | $5,360 | $3,901+37.4% | $3,517+52.4% | $5,287+1.4% |
| Admin fee / account holder | $594 | $5,263-88.7% | $4,510-86.8% | $10,133-94.1% |