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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 | $99,455 | $77,816+27.8% | $123,552-19.5% | $64,173+55.0% |
| Participation rate | 52.0% | 74.7%-22.7pp | 82.3%-30.3pp | 69.6%-17.6pp |
| Annual return | -8.55% | 12.49%-21.0pp | 119.20%-127.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,115 | $3,014-29.8% | $4,628-54.3% | $2,381-11.2% |
| Participant deferral / active EE | $5,134 | $5,240-2.0% | $6,426-20.1% | $3,470+48.0% |
| Admin fee / account holder | $10,787 | $5,519+95.5% | $9,285+16.2% | $4,887+120.7% |