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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 | $143,714 | $104,098+38.1% | $140,514+2.3% | $94,015+52.9% |
| Participation rate | 49.2% | 73.7%-24.5pp | 77.8%-28.6pp | 70.8%-21.6pp |
| Annual return | -27.51% | 15.14%-42.7pp | 14.36%-41.9pp | 17.84%-45.4pp |
| Employer contribution / active EE | $1,778 | $2,388-25.5% | $3,378-47.4% | $2,790-36.3% |
| Participant deferral / active EE | $37,084 | $4,033+819.5% | $4,919+654.0% | $4,249+772.7% |
| Admin fee / account holder | $1,401 | $10,439-86.6% | $13,697-89.8% | $8,951-84.3% |