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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 | $191,610 | $64,719+196.1% | $112,249+70.7% | $68,486+179.8% |
| Participation rate | 31.0% | 67.2%-36.2pp | 75.1%-44.1pp | 67.9%-36.9pp |
| Annual return | -22.26% | -11.40%-10.9pp | 27.48%-49.7pp | -7.85%-14.4pp |
| Employer contribution / active EE | $1,411 | $2,747-48.6% | $3,636-61.2% | $2,597-45.7% |
| Participant deferral / active EE | $3,250 | $3,565-8.9% | $4,729-31.3% | $4,028-19.3% |
| Admin fee / account holder | $4,054 | $5,232-22.5% | $6,412-36.8% | $5,404-25.0% |