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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 | $187,323 | $112,729+66.2% | $98,716+89.8% | $137,256+36.5% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.3%-40.7pp | 80.0%-51.4pp |
| Annual return | -8.29% | 38.48%-46.8pp | 31.81%-40.1pp | 220.34%-228.6pp |
| Employer contribution / active EE | $1,281 | $2,725-53.0% | $2,279-43.8% | $4,156-69.2% |
| Participant deferral / active EE | $4,616 | $4,640-0.5% | $4,048+14.0% | $6,407-28.0% |
| Admin fee / account holder | $933 | $10,129-90.8% | $8,703-89.3% | $12,270-92.4% |