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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 | $108,184 | $81,331+33.0% | $155,534-30.4% | $80,935+33.7% |
| Participation rate | 46.2% | 66.3%-20.1pp | 78.2%-32.1pp | 67.7%-21.5pp |
| Annual return | -13.94% | 33.37%-47.3pp | 64.92%-78.9pp | 35.66%-49.6pp |
| Employer contribution / active EE | $647 | $3,105-79.2% | $4,675-86.2% | $2,757-76.5% |
| Participant deferral / active EE | $3,070 | $3,454-11.1% | $5,630-45.5% | $4,299-28.6% |
| Admin fee / account holder | $1,262 | $7,999-84.2% | $15,900-92.1% | $6,924-81.8% |