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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 | $101,576 | $76,551+32.7% | $123,894-18.0% | $62,881+61.5% |
| Participation rate | 48.1% | 73.0%-24.8pp | 81.4%-33.3pp | 69.3%-21.2pp |
| Annual return | -1.55% | 18.68%-20.2pp | 47.52%-49.1pp | 20.14%-21.7pp |
| Employer contribution / active EE | $1,007 | $2,882-65.1% | $4,617-78.2% | $2,281-55.8% |
| Participant deferral / active EE | $2,947 | $4,840-39.1% | $5,984-50.8% | $3,203-8.0% |
| Admin fee / account holder | $13,190 | $4,826+173.3% | $8,357+57.8% | $4,296+207.1% |