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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 | $96,025 | $50,958+88.4% | $74,552+28.8% | $64,181+49.6% |
| Participation rate | 45.0% | 61.1%-16.1pp | 69.1%-24.1pp | 69.6%-24.6pp |
| Annual return | -9.03% | -1.86%-7.2pp | 32.53%-41.6pp | 7.63%-16.7pp |
| Employer contribution / active EE | $314 | $1,115-71.8% | $1,961-84.0% | $2,381-86.8% |
| Participant deferral / active EE | $2,339 | $2,301+1.6% | $3,108-24.7% | $3,470-32.6% |
| Admin fee / account holder | $2,584 | $4,223-38.8% | $5,060-48.9% | $4,887-47.1% |