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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 | $134,649 | $64,729+108.0% | $112,263+19.9% | $68,490+96.6% |
| Participation rate | 61.1% | 67.2%-6.0pp | 75.1%-14.0pp | 67.9%-6.8pp |
| Annual return | -21.08% | -11.40%-9.7pp | 27.49%-48.6pp | -7.85%-13.2pp |
| Employer contribution / active EE | $2,383 | $2,746-13.2% | $3,636-34.5% | $2,597-8.2% |
| Participant deferral / active EE | $4,663 | $3,566+30.8% | $4,729-1.4% | $4,028+15.8% |
| Admin fee / account holder | $9,244 | $5,222+77.0% | $6,410+44.2% | $5,403+71.1% |