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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 | $93,142 | $71,872+29.6% | $86,691+7.4% | $68,495+36.0% |
| Participation rate | 65.5% | 72.2%-6.7pp | 76.6%-11.1pp | 67.9%-2.4pp |
| Annual return | -22.36% | 3.53%-25.9pp | 35.94%-58.3pp | -7.84%-14.5pp |
| Employer contribution / active EE | $1,895 | $2,173-12.8% | $2,837-33.2% | $2,596-27.0% |
| Participant deferral / active EE | $4,109 | $3,779+8.7% | $4,656-11.7% | $4,028+2.0% |
| Admin fee / account holder | $1,432 | $6,112-76.6% | $7,492-80.9% | $5,403-73.5% |