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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 | $71,215+40.1% | $93,696+6.5% | $80,935+23.3% |
| Participation rate | 44.7% | 60.4%-15.7pp | 68.7%-24.0pp | 67.7%-23.0pp |
| Annual return | -1.09% | 11.27%-12.4pp | 133.74%-134.8pp | 35.66%-36.7pp |
| Employer contribution / active EE | $2,022 | $1,565+29.2% | $2,422-16.5% | $2,757-26.6% |
| Participant deferral / active EE | $5,695 | $4,037+41.1% | $4,417+28.9% | $4,299+32.5% |
| Admin fee / account holder | $9,732 | $6,958+39.9% | $8,287+17.4% | $6,924+40.5% |