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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 | $83,730 | $48,364+73.1% | $71,796+16.6% | $62,881+33.2% |
| Participation rate | 68.9% | 60.6%+8.3pp | 69.1%-0.2pp | 69.3%-0.4pp |
| Annual return | -2.52% | 13.16%-15.7pp | 78.04%-80.6pp | 20.14%-22.7pp |
| Employer contribution / active EE | $623 | $1,042-40.2% | $1,924-67.6% | $2,281-72.7% |
| Participant deferral / active EE | $2,761 | $2,091+32.0% | $2,794-1.2% | $3,203-13.8% |
| Admin fee / account holder | $2,019 | $3,771-46.5% | $4,815-58.1% | $4,296-53.0% |