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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 | $104,636 | $71,873+45.6% | $86,698+20.7% | $68,490+52.8% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -19.15% | 3.54%-22.7pp | 35.96%-55.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,634 | $2,173-24.8% | $2,837-42.4% | $2,597-37.1% |
| Participant deferral / active EE | $2,694 | $3,779-28.7% | $4,656-42.1% | $4,028-33.1% |
| Admin fee / account holder | $27,946 | $6,110+357.3% | $7,492+273.0% | $5,403+417.2% |