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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 | $101,399 | $81,487+24.4% | $102,412-1.0% | $80,935+25.3% |
| Participation rate | 53.0% | 66.8%-13.8pp | 74.5%-21.5pp | 67.7%-14.6pp |
| Annual return | -2.10% | 25.60%-27.7pp | 24.94%-27.0pp | 35.66%-37.8pp |
| Employer contribution / active EE | $1,427 | $3,103-54.0% | $3,870-63.1% | $2,757-48.3% |
| Participant deferral / active EE | $1,842 | $3,871-52.4% | $5,060-63.6% | $4,299-57.2% |
| Admin fee / account holder | $14,607 | $6,717+117.4% | $8,388+74.1% | $6,924+110.9% |