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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 | $137,256 | $81,870+67.7% | $119,634+14.7% | $68,490+100.4% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -21.86% | -23.82%+2.0pp | -14.98%-6.9pp | -7.85%-14.0pp |
| Employer contribution / active EE | $1,508 | $2,692-44.0% | $4,232-64.4% | $2,597-41.9% |
| Participant deferral / active EE | $6,216 | $4,148+49.9% | $5,601+11.0% | $4,028+54.3% |
| Admin fee / account holder | $1,869 | $6,583-71.6% | $10,329-81.9% | $5,403-65.4% |