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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 | $100,669 | $71,534+40.7% | $98,462+2.2% | $71,529+40.7% |
| Participation rate | 52.3% | 72.7%-20.4pp | 75.2%-22.9pp | 67.9%-15.7pp |
| Annual return | -6.82% | 32.44%-39.3pp | 21.17%-28.0pp | 28.97%-35.8pp |
| Employer contribution / active EE | $849 | $2,399-64.6% | $3,049-72.2% | $2,590-67.2% |
| Participant deferral / active EE | $2,200 | $4,109-46.5% | $4,738-53.6% | $4,291-48.7% |
| Admin fee / account holder | $5,185 | $1,677+209.3% | $8,875-41.6% | $1,588+226.4% |