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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 | $122,144 | $71,873+69.9% | $86,698+40.9% | $68,490+78.3% |
| Participation rate | 56.6% | 72.2%-15.6pp | 76.6%-20.0pp | 67.9%-11.3pp |
| Annual return | -49.56% | 3.54%-53.1pp | 35.96%-85.5pp | -7.85%-41.7pp |
| Employer contribution / active EE | $1,607 | $2,173-26.1% | $2,837-43.4% | $2,597-38.1% |
| Participant deferral / active EE | $2,942 | $3,779-22.2% | $4,656-36.8% | $4,028-27.0% |
| Admin fee / account holder | $1,134 | $6,110-81.4% | $7,492-84.9% | $5,403-79.0% |