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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 | $88,004 | $59,834+47.1% | $79,576+10.6% | $68,495+28.5% |
| Participation rate | 58.0% | 61.1%-3.1pp | 69.5%-11.5pp | 67.9%-9.9pp |
| Annual return | -19.68% | -12.30%-7.4pp | 0.15%-19.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,574 | $1,505+4.6% | $2,413-34.8% | $2,596-39.4% |
| Participant deferral / active EE | $3,541 | $3,024+17.1% | $3,985-11.1% | $4,028-12.1% |
| Admin fee / account holder | $1,366 | $4,835-71.8% | $6,834-80.0% | $5,403-74.7% |