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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 | $125,215 | $110,083+13.7% | $151,645-17.4% | $68,490+82.8% |
| Participation rate | 64.9% | 84.0%-19.1pp | 87.5%-22.6pp | 67.9%-3.0pp |
| Annual return | -18.67% | -10.12%-8.6pp | 3.34%-22.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,414 | $4,470-68.4% | $6,165-77.1% | $2,597-45.6% |
| Participant deferral / active EE | $3,627 | $6,526-44.4% | $8,363-56.6% | $4,028-9.9% |
| Admin fee / account holder | $3,176 | $7,718-58.8% | $11,614-72.7% | $5,403-41.2% |