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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 | $86,647 | $49,280+75.8% | $67,313+28.7% | $64,173+35.0% |
| Participation rate | 58.1% | 60.8%-2.7pp | 69.1%-11.0pp | 69.6%-11.5pp |
| Annual return | -8.32% | -1.39%-6.9pp | -4.08%-4.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,229 | $1,668+33.6% | $2,566-13.1% | $2,381-6.4% |
| Participant deferral / active EE | $3,828 | $2,484+54.1% | $3,568+7.3% | $3,470+10.3% |
| Admin fee / account holder | $660 | $3,863-82.9% | $4,507-85.3% | $4,887-86.5% |