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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 | $127,900 | $73,009+75.2% | $90,760+40.9% | $68,486+86.8% |
| Participation rate | 67.9% | 70.8%-3.0pp | 75.7%-7.8pp | 67.9%0pp |
| Annual return | -46.93% | -13.81%-33.1pp | -12.16%-34.8pp | -7.85%-39.1pp |
| Employer contribution / active EE | $2,118 | $2,193-3.4% | $2,922-27.5% | $2,597-18.4% |
| Participant deferral / active EE | $3,602 | $3,626-0.7% | $4,565-21.1% | $4,028-10.6% |
| Admin fee / account holder | $2,013 | $5,896-65.8% | $8,444-76.2% | $5,404-62.7% |