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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 | $119,830 | $64,719+85.2% | $112,249+6.8% | $68,486+75.0% |
| Participation rate | 58.1% | 67.2%-9.1pp | 75.1%-17.0pp | 67.9%-9.8pp |
| Annual return | -24.00% | -11.40%-12.6pp | 27.48%-51.5pp | -7.85%-16.1pp |
| Employer contribution / active EE | $2,471 | $2,747-10.0% | $3,636-32.0% | $2,597-4.8% |
| Participant deferral / active EE | $4,917 | $3,565+37.9% | $4,729+4.0% | $4,028+22.1% |
| Admin fee / account holder | $10,935 | $5,232+109.0% | $6,412+70.5% | $5,404+102.4% |