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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 | $142,676 | $81,870+74.3% | $119,634+19.3% | $68,490+108.3% |
| Participation rate | 67.7% | 71.9%-4.2pp | 79.3%-11.5pp | 67.9%-0.2pp |
| Annual return | -22.13% | -23.82%+1.7pp | -14.98%-7.1pp | -7.85%-14.3pp |
| Employer contribution / active EE | $1,657 | $2,692-38.4% | $4,232-60.8% | $2,597-36.2% |
| Participant deferral / active EE | $5,266 | $4,148+27.0% | $5,601-6.0% | $4,028+30.7% |
| Admin fee / account holder | $4,621 | $6,583-29.8% | $10,329-55.3% | $5,403-14.5% |