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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 | $114,305 | $64,719+76.6% | $112,249+1.8% | $68,486+66.9% |
| Participation rate | 52.8% | 67.2%-14.3pp | 75.1%-22.2pp | 67.9%-15.1pp |
| Annual return | -20.15% | -11.40%-8.8pp | 27.48%-47.6pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,349 | $2,747-50.9% | $3,636-62.9% | $2,597-48.1% |
| Participant deferral / active EE | $3,093 | $3,565-13.2% | $4,729-34.6% | $4,028-23.2% |
| Admin fee / account holder | $1,237 | $5,232-76.4% | $6,412-80.7% | $5,404-77.1% |