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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 | $134,041 | $81,870+63.7% | $119,634+12.0% | $68,490+95.7% |
| Participation rate | 67.9% | 71.9%-4.0pp | 79.3%-11.4pp | 67.9%0pp |
| Annual return | -20.24% | -23.82%+3.6pp | -14.98%-5.3pp | -7.85%-12.4pp |
| Employer contribution / active EE | $5,587 | $2,692+107.6% | $4,232+32.0% | $2,597+115.2% |
| Participant deferral / active EE | $3,794 | $4,148-8.5% | $5,601-32.3% | $4,028-5.8% |
| Admin fee / account holder | $15,206 | $6,583+131.0% | $10,329+47.2% | $5,403+181.4% |