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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 | $118,677 | $73,787+60.8% | $98,716+20.2% | $82,448+43.9% |
| Participation rate | 65.6% | 61.4%+4.2pp | 69.3%-3.7pp | 68.1%-2.5pp |
| Annual return | -2.56% | 18.57%-21.1pp | 31.81%-34.4pp | 41.64%-44.2pp |
| Employer contribution / active EE | $865 | $1,511-42.7% | $2,279-62.0% | $2,551-66.1% |
| Participant deferral / active EE | $3,180 | $3,081+3.2% | $4,048-21.4% | $4,139-23.2% |
| Admin fee / account holder | $3,708 | $6,500-43.0% | $8,703-57.4% | $7,234-48.7% |