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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 | $186,090 | $167,352+11.2% | $143,788+29.4% | $134,509+38.3% |
| Participation rate | 36.4% | 84.8%-48.5pp | 80.3%-43.9pp | 81.2%-44.9pp |
| Annual return | -20.91% | 0.47%-21.4pp | -0.03%-20.9pp | 418.13%-439.0pp |
| Employer contribution / active EE | $1,173 | $5,620-79.1% | $4,952-76.3% | $4,741-75.3% |
| Participant deferral / active EE | $2,265 | $6,447-64.9% | $5,638-59.8% | $6,400-64.6% |
| Admin fee / account holder | $4,861 | $18,091-73.1% | $14,675-66.9% | $11,427-57.5% |