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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 | $104,682 | $53,596+95.3% | $90,655+15.5% | $64,181+63.1% |
| Participation rate | 50.0% | 64.5%-14.5pp | 74.0%-24.0pp | 69.6%-19.6pp |
| Annual return | -9.55% | 4.41%-14.0pp | 1.89%-11.4pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,146 | $1,503-23.8% | $2,532-54.8% | $2,381-51.9% |
| Participant deferral / active EE | $2,186 | $2,459-11.1% | $3,425-36.2% | $3,470-37.0% |
| Admin fee / account holder | $2,024 | $3,868-47.7% | $4,994-59.5% | $4,887-58.6% |