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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 | $148,744 | $73,019+103.7% | $90,766+63.9% | $68,490+117.2% |
| Participation rate | 69.8% | 70.8%-1.1pp | 75.7%-5.9pp | 67.9%+1.9pp |
| Annual return | -24.64% | -13.81%-10.8pp | -12.16%-12.5pp | -7.85%-16.8pp |
| Employer contribution / active EE | $1,430 | $2,193-34.8% | $2,922-51.1% | $2,597-44.9% |
| Participant deferral / active EE | $2,438 | $3,626-32.8% | $4,565-46.6% | $4,028-39.5% |
| Admin fee / account holder | $6,310 | $5,897+7.0% | $8,446-25.3% | $5,403+16.8% |