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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 | $92,322 | $65,364+41.2% | $92,909-0.6% | $72,975+26.5% |
| Participation rate | 38.1% | 68.3%-30.2pp | 76.0%-37.9pp | 69.5%-31.4pp |
| Annual return | -1.93% | 42.11%-44.0pp | 109.44%-111.4pp | 81.01%-82.9pp |
| Employer contribution / active EE | $2,172 | $2,594-16.3% | $3,653-40.6% | $2,440-11.0% |
| Participant deferral / active EE | $2,707 | $3,128-13.5% | $4,238-36.1% | $3,608-25.0% |
| Admin fee / account holder | $2,611 | $4,251-38.6% | $5,795-55.0% | $5,124-49.1% |