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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 | $110,170 | $73,848+49.2% | $143,799-23.4% | $68,486+60.9% |
| Participation rate | 56.0% | 66.7%-10.7pp | 80.3%-24.3pp | 67.9%-11.9pp |
| Annual return | -20.08% | 0.91%-21.0pp | -0.04%-20.0pp | -7.85%-12.2pp |
| Employer contribution / active EE | $2,685 | $3,184-15.7% | $4,952-45.8% | $2,597+3.4% |
| Participant deferral / active EE | $7,498 | $3,385+121.5% | $5,638+33.0% | $4,028+86.2% |
| Admin fee / account holder | $32,856 | $5,755+470.9% | $14,677+123.9% | $5,404+508.0% |