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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 | $115,370 | $61,660+87.1% | $80,022+44.2% | $64,173+79.8% |
| Participation rate | 51.1% | 71.7%-20.6pp | 75.8%-24.8pp | 69.6%-18.5pp |
| Annual return | -8.67% | -0.33%-8.3pp | 11.22%-19.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,517 | $1,810-16.2% | $2,468-38.5% | $2,381-36.3% |
| Participant deferral / active EE | $4,097 | $2,968+38.1% | $3,686+11.2% | $3,470+18.1% |
| Admin fee / account holder | $5,656 | $5,417+4.4% | $6,521-13.3% | $4,887+15.7% |