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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 | $80,913 | $48,267+67.6% | $68,808+17.6% | $68,486+18.1% |
| Participation rate | 53.8% | 60.7%-6.8pp | 69.0%-15.2pp | 67.9%-14.0pp |
| Annual return | -22.90% | -12.70%-10.2pp | -6.37%-16.5pp | -7.85%-15.0pp |
| Employer contribution / active EE | $1,402 | $1,829-23.4% | $2,656-47.2% | $2,597-46.0% |
| Participant deferral / active EE | $2,506 | $2,867-12.6% | $3,942-36.4% | $4,028-37.8% |
| Admin fee / account holder | $6,011 | $4,362+37.8% | $4,936+21.8% | $5,404+11.2% |