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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 | $148,560 | $48,267+207.8% | $68,808+115.9% | $68,486+116.9% |
| Participation rate | 34.5% | 60.7%-26.2pp | 69.0%-34.5pp | 67.9%-33.4pp |
| Annual return | -23.42% | -12.70%-10.7pp | -6.37%-17.1pp | -7.85%-15.6pp |
| Employer contribution / active EE | $1,985 | $1,829+8.5% | $2,656-25.3% | $2,597-23.6% |
| Participant deferral / active EE | $3,085 | $2,867+7.6% | $3,942-21.7% | $4,028-23.4% |
| Admin fee / account holder | $7,932 | $4,362+81.8% | $4,936+60.7% | $5,404+46.8% |