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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 | $178,907 | $174,018+2.8% | $136,833+30.7% | $198,609-9.9% |
| Participation rate | 38.5% | 65.1%-26.7pp | 59.0%-20.6pp | 82.4%-43.9pp |
| Annual return | -12.75% | 35.16%-47.9pp | 35.32%-48.1pp | 202.70%-215.5pp |
| Employer contribution / active EE | $784 | $1,571-50.1% | $1,319-40.5% | $5,055-84.5% |
| Participant deferral / active EE | $2,129 | $2,873-25.9% | $2,441-12.8% | $6,977-69.5% |
| Admin fee / account holder | $2,997 | $5,434-44.8% | $4,706-36.3% | $19,030-84.2% |