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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 | $106,983 | $62,583+70.9% | $76,767+39.4% | $64,173+66.7% |
| Participation rate | 69.5% | 72.8%-3.3pp | 77.0%-7.5pp | 69.6%-0.1pp |
| Annual return | -7.66% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,371 | $1,832-25.2% | $2,485-44.8% | $2,381-42.4% |
| Participant deferral / active EE | $4,380 | $3,145+39.3% | $3,852+13.7% | $3,470+26.2% |
| Admin fee / account holder | $11,955 | $4,667+156.2% | $6,675+79.1% | $4,887+144.6% |