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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 | $208,505 | $64,719+222.2% | $112,249+85.8% | $68,486+204.5% |
| Participation rate | 60.5% | 67.2%-6.7pp | 75.1%-14.6pp | 67.9%-7.4pp |
| Annual return | -19.50% | -11.40%-8.1pp | 27.48%-47.0pp | -7.85%-11.6pp |
| Employer contribution / active EE | $2,902 | $2,747+5.7% | $3,636-20.2% | $2,597+11.8% |
| Participant deferral / active EE | $4,310 | $3,565+20.9% | $4,729-8.9% | $4,028+7.0% |
| Admin fee / account holder | $19,192 | $5,232+266.8% | $6,412+199.3% | $5,404+255.1% |