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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 | $224,685 | $59,813+275.6% | $79,580+182.3% | $68,486+228.1% |
| Participation rate | 54.7% | 61.1%-6.4pp | 69.5%-14.8pp | 67.9%-13.2pp |
| Annual return | -20.47% | -12.30%-8.2pp | 0.15%-20.6pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,825 | $1,505+21.2% | $2,413-24.4% | $2,597-29.7% |
| Participant deferral / active EE | $5,444 | $3,024+80.0% | $3,985+36.6% | $4,028+35.2% |
| Admin fee / account holder | $2,284 | $4,835-52.8% | $6,835-66.6% | $5,404-57.7% |