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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 | $114,920 | $73,019+57.4% | $90,766+26.6% | $68,490+67.8% |
| Participation rate | 57.1% | 70.8%-13.7pp | 75.7%-18.6pp | 67.9%-10.8pp |
| Annual return | -25.94% | -13.81%-12.1pp | -12.16%-13.8pp | -7.85%-18.1pp |
| Employer contribution / active EE | $717 | $2,193-67.3% | $2,922-75.5% | $2,597-72.4% |
| Participant deferral / active EE | $4,066 | $3,626+12.1% | $4,565-10.9% | $4,028+0.9% |
| Admin fee / account holder | $18,583 | $5,897+215.2% | $8,446+120.0% | $5,403+243.9% |