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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 | $136,073 | $113,941+19.4% | $94,229+44.4% | $125,389+8.5% |
| Participation rate | 54.5% | 82.9%-28.3pp | 78.8%-24.2pp | 83.2%-28.6pp |
| Annual return | -3.79% | 5.29%-9.1pp | 10.68%-14.5pp | 282.24%-286.0pp |
| Employer contribution / active EE | $3,187 | $4,727-32.6% | $3,587-11.1% | $4,866-34.5% |
| Participant deferral / active EE | $5,887 | $5,179+13.7% | $4,320+36.3% | $5,352+10.0% |
| Admin fee / account holder | $5,941 | $8,392-29.2% | $6,269-5.2% | $9,541-37.7% |