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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 | $111,317 | $72,404+53.7% | $110,243+1.0% | $64,173+73.5% |
| Participation rate | 36.0% | 73.3%-37.3pp | 79.8%-43.8pp | 69.6%-33.6pp |
| Annual return | -8.36% | -6.29%-2.1pp | 314.76%-323.1pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,669 | $2,282-26.9% | $3,827-56.4% | $2,381-29.9% |
| Participant deferral / active EE | $3,922 | $3,469+13.1% | $4,672-16.0% | $3,470+13.0% |
| Admin fee / account holder | $6,930 | $5,664+22.3% | $8,548-18.9% | $4,887+41.8% |