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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 | $108,249 | $71,873+50.6% | $86,698+24.9% | $68,490+58.0% |
| Participation rate | 68.8% | 72.2%-3.5pp | 76.6%-7.8pp | 67.9%+0.9pp |
| Annual return | -19.23% | 3.54%-22.8pp | 35.96%-55.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,564 | $2,173-28.0% | $2,837-44.9% | $2,597-39.8% |
| Participant deferral / active EE | $4,999 | $3,779+32.3% | $4,656+7.4% | $4,028+24.1% |
| Admin fee / account holder | $5,192 | $6,110-15.0% | $7,492-30.7% | $5,403-3.9% |