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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 | $92,712 | $65,437+41.7% | $86,698+6.9% | $66,949+38.5% |
| Participation rate | 55.0% | 75.5%-20.5pp | 76.6%-21.6pp | 69.8%-14.8pp |
| Annual return | -22.96% | -10.91%-12.0pp | 35.96%-58.9pp | 1.57%-24.5pp |
| Employer contribution / active EE | $1,834 | $2,154-14.8% | $2,837-35.4% | $2,545-27.9% |
| Participant deferral / active EE | $2,956 | $4,102-27.9% | $4,656-36.5% | $4,239-30.3% |
| Admin fee / account holder | $6,551 | $642+920.9% | $7,492-12.6% | $594+1003.7% |