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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 | $100,179 | $76,407+31.1% | $150,298-33.3% | $82,448+21.5% |
| Participation rate | 59.5% | 66.4%-6.9pp | 77.8%-18.2pp | 68.1%-8.5pp |
| Annual return | -1.97% | 39.99%-42.0pp | 62.79%-64.8pp | 41.64%-43.6pp |
| Employer contribution / active EE | $1,505 | $2,614-42.4% | $4,154-63.8% | $2,551-41.0% |
| Participant deferral / active EE | $4,796 | $3,214+49.2% | $5,453-12.1% | $4,139+15.9% |
| Admin fee / account holder | $39,659 | $6,352+524.4% | $14,116+181.0% | $7,234+448.2% |