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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 | $97,818 | $54,726+78.7% | $68,793+42.2% | $64,181+52.4% |
| Participation rate | 65.5% | 68.0%-2.5pp | 72.2%-6.7pp | 69.6%-4.1pp |
| Annual return | -8.55% | -1.62%-6.9pp | -4.63%-3.9pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,004 | $1,846+8.5% | $2,625-23.7% | $2,381-15.8% |
| Participant deferral / active EE | $4,847 | $2,626+84.6% | $3,311+46.4% | $3,470+39.7% |
| Admin fee / account holder | $309 | $4,027-92.3% | $5,131-94.0% | $4,887-93.7% |