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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 | $96,632 | $62,583+54.4% | $76,767+25.9% | $64,173+50.6% |
| Participation rate | 64.2% | 72.8%-8.6pp | 77.0%-12.8pp | 69.6%-5.4pp |
| Annual return | -7.61% | -1.95%-5.7pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,274 | $1,832+24.1% | $2,485-8.5% | $2,381-4.5% |
| Participant deferral / active EE | $3,887 | $3,145+23.6% | $3,852+0.9% | $3,470+12.0% |
| Admin fee / account holder | $1,753 | $4,667-62.4% | $6,675-73.7% | $4,887-64.1% |