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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 | $81,262+33.1% | $155,602-30.5% | $80,911+33.7% |
| Participation rate | 46.2% | 66.2%-20.1pp | 78.2%-32.1pp | 67.6%-21.5pp |
| Annual return | -13.94% | 33.34%-47.3pp | 64.81%-78.7pp | 35.63%-49.6pp |
| Employer contribution / active EE | $647 | $3,102-79.1% | $4,675-86.2% | $2,756-76.5% |
| Participant deferral / active EE | $3,070 | $3,451-11.1% | $5,629-45.5% | $4,297-28.6% |
| Admin fee / account holder | $1,262 | $7,992-84.2% | $15,923-92.1% | $6,935-81.8% |