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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 | $102,029 | $71,878+41.9% | $86,698+17.7% | $68,486+49.0% |
| Participation rate | 66.2% | 72.2%-6.1pp | 76.6%-10.4pp | 67.9%-1.7pp |
| Annual return | -23.03% | 3.53%-26.6pp | 35.95%-59.0pp | -7.85%-15.2pp |
| Employer contribution / active EE | $1,315 | $2,173-39.5% | $2,837-53.6% | $2,597-49.4% |
| Participant deferral / active EE | $4,301 | $3,779+13.8% | $4,656-7.6% | $4,028+6.8% |
| Admin fee / account holder | $6,681 | $6,113+9.3% | $7,493-10.8% | $5,404+23.6% |