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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 | $117,558 | $61,660+90.7% | $80,022+46.9% | $64,181+83.2% |
| Participation rate | 63.3% | 71.7%-8.4pp | 75.8%-12.5pp | 69.6%-6.2pp |
| Annual return | -10.13% | -0.33%-9.8pp | 11.22%-21.4pp | 7.63%-17.8pp |
| Employer contribution / active EE | $2,968 | $1,810+63.9% | $2,468+20.2% | $2,381+24.7% |
| Participant deferral / active EE | $5,455 | $2,968+83.8% | $3,686+48.0% | $3,470+57.2% |
| Admin fee / account holder | $1,121 | $5,417-79.3% | $6,521-82.8% | $4,887-77.1% |