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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 | $207,653 | $61,660+236.8% | $80,022+159.5% | $64,181+223.5% |
| Participation rate | 44.4% | 71.7%-27.2pp | 75.8%-31.4pp | 69.6%-25.1pp |
| Annual return | -15.42% | -0.33%-15.1pp | 11.22%-26.6pp | 7.63%-23.0pp |
| Employer contribution / active EE | $3,244 | $1,810+79.2% | $2,468+31.4% | $2,381+36.3% |
| Participant deferral / active EE | $4,961 | $2,968+67.2% | $3,686+34.6% | $3,470+43.0% |
| Admin fee / account holder | $2,854 | $5,417-47.3% | $6,521-56.2% | $4,887-41.6% |