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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 | $166,900 | $71,873+132.2% | $86,698+92.5% | $68,490+143.7% |
| Participation rate | 45.3% | 72.2%-27.0pp | 76.6%-31.3pp | 67.9%-22.6pp |
| Annual return | -22.26% | 3.54%-25.8pp | 35.96%-58.2pp | -7.85%-14.4pp |
| Employer contribution / active EE | $1,865 | $2,173-14.2% | $2,837-34.3% | $2,597-28.2% |
| Participant deferral / active EE | $3,804 | $3,779+0.7% | $4,656-18.3% | $4,028-5.5% |
| Admin fee / account holder | $27,980 | $6,110+357.9% | $7,492+273.5% | $5,403+417.9% |