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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 | $54,229+228.2% | $70,093+153.9% | $68,498+159.8% |
| Participation rate | 52.4% | 64.5%-12.1pp | 70.5%-18.1pp | 67.9%-15.5pp |
| Annual return | -24.43% | -13.87%-10.6pp | 190.73%-215.2pp | -7.84%-16.6pp |
| Employer contribution / active EE | $2,083 | $2,018+3.2% | $2,560-18.6% | $2,596-19.8% |
| Participant deferral / active EE | $4,436 | $2,956+50.1% | $3,849+15.3% | $4,027+10.1% |
| Admin fee / account holder | $13,048 | $4,694+177.9% | $6,267+108.2% | $5,403+141.5% |