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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 | $166,429 | $81,870+103.3% | $119,622+39.1% | $68,486+143.0% |
| Participation rate | 69.8% | 71.9%-2.1pp | 79.3%-9.5pp | 67.9%+1.9pp |
| Annual return | -19.44% | -23.82%+4.4pp | -14.98%-4.5pp | -7.85%-11.6pp |
| Employer contribution / active EE | $4,951 | $2,692+83.9% | $4,232+17.0% | $2,597+90.7% |
| Participant deferral / active EE | $8,601 | $4,148+107.4% | $5,601+53.6% | $4,028+113.6% |
| Admin fee / account holder | $13,299 | $6,583+102.0% | $10,328+28.8% | $5,404+146.1% |