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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 | $80,970 | $45,872+76.5% | $77,096+5.0% | $68,486+18.2% |
| Participation rate | 68.1% | 55.9%+12.2pp | 67.9%+0.2pp | 67.9%+0.2pp |
| Annual return | -25.94% | 1.73%-27.7pp | 42.35%-68.3pp | -7.85%-18.1pp |
| Employer contribution / active EE | $2,147 | $1,650+30.1% | $2,814-23.7% | $2,597-17.3% |
| Participant deferral / active EE | $6,207 | $2,963+109.5% | $4,429+40.1% | $4,028+54.1% |
| Admin fee / account holder | $970 | $3,041-68.1% | $5,428-82.1% | $5,404-82.1% |