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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 | $99,781 | $71,230+40.1% | $93,727+6.5% | $80,959+23.2% |
| Participation rate | 44.7% | 60.4%-15.7pp | 68.7%-24.0pp | 67.7%-23.0pp |
| Annual return | -1.09% | 11.26%-12.3pp | 133.83%-134.9pp | 35.67%-36.8pp |
| Employer contribution / active EE | $2,022 | $1,565+29.2% | $2,421-16.5% | $2,757-26.7% |
| Participant deferral / active EE | $5,695 | $4,037+41.1% | $4,417+28.9% | $4,300+32.4% |
| Admin fee / account holder | $9,732 | $6,961+39.8% | $8,292+17.4% | $6,925+40.5% |