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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 | $104,409 | $61,660+69.3% | $80,022+30.5% | $64,173+62.7% |
| Participation rate | 48.9% | 71.7%-22.8pp | 75.8%-26.9pp | 69.6%-20.7pp |
| Annual return | -9.38% | -0.33%-9.1pp | 11.22%-20.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $925 | $1,810-48.9% | $2,468-62.5% | $2,381-61.1% |
| Participant deferral / active EE | $3,273 | $2,968+10.3% | $3,686-11.2% | $3,470-5.7% |
| Admin fee / account holder | $10,935 | $5,417+101.9% | $6,521+67.7% | $4,887+123.7% |