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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 | $177,956 | $53,546+232.3% | $69,890+154.6% | $68,490+159.8% |
| Participation rate | 52.4% | 64.5%-12.2pp | 70.5%-18.1pp | 67.9%-15.5pp |
| Annual return | -24.43% | -13.87%-10.6pp | 190.84%-215.3pp | -7.85%-16.6pp |
| Employer contribution / active EE | $2,083 | $2,019+3.2% | $2,560-18.6% | $2,597-19.8% |
| Participant deferral / active EE | $4,436 | $2,957+50.0% | $3,848+15.3% | $4,028+10.1% |
| Admin fee / account holder | $13,048 | $4,693+178.0% | $6,267+108.2% | $5,403+141.5% |