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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 | $117,553 | $59,819+96.5% | $79,583+47.7% | $68,490+71.6% |
| Participation rate | 55.8% | 61.1%-5.3pp | 69.5%-13.7pp | 67.9%-12.1pp |
| Annual return | -20.66% | -12.30%-8.4pp | 0.16%-20.8pp | -7.85%-12.8pp |
| Employer contribution / active EE | $1,279 | $1,505-15.0% | $2,414-47.0% | $2,597-50.7% |
| Participant deferral / active EE | $5,116 | $3,025+69.1% | $3,986+28.4% | $4,028+27.0% |
| Admin fee / account holder | $6,063 | $4,835+25.4% | $6,835-11.3% | $5,403+12.2% |