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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 | $157,432 | $73,019+115.6% | $90,766+73.4% | $68,490+129.9% |
| Participation rate | 65.5% | 70.8%-5.3pp | 75.7%-10.2pp | 67.9%-2.4pp |
| Annual return | -20.05% | -13.81%-6.2pp | -12.16%-7.9pp | -7.85%-12.2pp |
| Employer contribution / active EE | $2,135 | $2,193-2.6% | $2,922-26.9% | $2,597-17.8% |
| Participant deferral / active EE | $5,812 | $3,626+60.3% | $4,565+27.3% | $4,028+44.3% |
| Admin fee / account holder | $11,591 | $5,897+96.6% | $8,446+37.2% | $5,403+114.5% |