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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 | $100,917 | $62,589+61.2% | $76,768+31.5% | $64,173+57.3% |
| Participation rate | 61.5% | 72.8%-11.3pp | 77.0%-15.4pp | 69.6%-8.0pp |
| Annual return | -7.93% | -1.95%-6.0pp | 2.43%-10.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $950 | $1,832-48.1% | $2,485-61.8% | $2,381-60.1% |
| Participant deferral / active EE | $4,918 | $3,145+56.4% | $3,852+27.7% | $3,470+41.7% |
| Admin fee / account holder | $7,355 | $4,667+57.6% | $6,675+10.2% | $4,887+50.5% |