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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 | $117,214 | $71,878+63.1% | $86,698+35.2% | $68,486+71.2% |
| Participation rate | 62.1% | 72.2%-10.1pp | 76.6%-14.5pp | 67.9%-5.8pp |
| Annual return | -18.98% | 3.53%-22.5pp | 35.95%-54.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $2,379 | $2,173+9.5% | $2,837-16.1% | $2,597-8.4% |
| Participant deferral / active EE | $5,105 | $3,779+35.1% | $4,656+9.6% | $4,028+26.8% |
| Admin fee / account holder | $973 | $6,113-84.1% | $7,493-87.0% | $5,404-82.0% |