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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 | $130,810 | $45,872+185.2% | $77,096+69.7% | $68,486+91.0% |
| Participation rate | 31.6% | 55.9%-24.3pp | 67.9%-36.3pp | 67.9%-36.3pp |
| Annual return | -20.95% | 1.73%-22.7pp | 42.35%-63.3pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,154 | $1,650-30.1% | $2,814-59.0% | $2,597-55.6% |
| Participant deferral / active EE | $2,944 | $2,963-0.6% | $4,429-33.5% | $4,028-26.9% |
| Admin fee / account holder | $2,500 | $3,041-17.8% | $5,428-53.9% | $5,404-53.7% |