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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 | $84,321 | $71,878+17.3% | $86,698-2.7% | $68,486+23.1% |
| Participation rate | 54.5% | 72.2%-17.7pp | 76.6%-22.0pp | 67.9%-13.3pp |
| Annual return | -19.64% | 3.53%-23.2pp | 35.95%-55.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,882 | $2,173-13.4% | $2,837-33.7% | $2,597-27.5% |
| Participant deferral / active EE | $3,793 | $3,779+0.4% | $4,656-18.5% | $4,028-5.8% |
| Admin fee / account holder | $9,982 | $6,113+63.3% | $7,493+33.2% | $5,404+84.7% |