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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 | $103,641 | $59,819+73.3% | $79,583+30.2% | $68,490+51.3% |
| Participation rate | 63.8% | 61.1%+2.8pp | 69.5%-5.7pp | 67.9%-4.1pp |
| Annual return | -19.46% | -12.30%-7.2pp | 0.16%-19.6pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,865 | $1,505+23.9% | $2,414-22.7% | $2,597-28.2% |
| Participant deferral / active EE | $7,321 | $3,025+142.0% | $3,986+83.7% | $4,028+81.8% |
| Admin fee / account holder | $2,778 | $4,835-42.5% | $6,835-59.4% | $5,403-48.6% |