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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 | $98,243 | $50,947+92.8% | $74,549+31.8% | $64,173+53.1% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.1%-9.1pp | 69.6%-9.6pp |
| Annual return | -8.57% | -1.85%-6.7pp | 32.53%-41.1pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,852 | $1,115+66.1% | $1,961-5.5% | $2,381-22.2% |
| Participant deferral / active EE | $4,411 | $2,302+91.6% | $3,108+41.9% | $3,470+27.1% |
| Admin fee / account holder | $348 | $4,221-91.8% | $5,059-93.1% | $4,887-92.9% |