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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 | $151,457 | $61,660+145.6% | $80,022+89.3% | $64,173+136.0% |
| Participation rate | 64.1% | 71.7%-7.6pp | 75.8%-11.7pp | 69.6%-5.5pp |
| Annual return | -8.48% | -0.33%-8.1pp | 11.22%-19.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,322 | $1,810-27.0% | $2,468-46.4% | $2,381-44.5% |
| Participant deferral / active EE | $5,323 | $2,968+79.4% | $3,686+44.4% | $3,470+53.4% |
| Admin fee / account holder | $2,022 | $5,417-62.7% | $6,521-69.0% | $4,887-58.6% |