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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 | $99,212 | $62,589+58.5% | $76,768+29.2% | $64,173+54.6% |
| Participation rate | 68.0% | 72.8%-4.8pp | 77.0%-9.0pp | 69.6%-1.6pp |
| Annual return | -8.81% | -1.95%-6.9pp | 2.43%-11.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,414 | $1,832-22.8% | $2,485-43.1% | $2,381-40.6% |
| Participant deferral / active EE | $3,072 | $3,145-2.3% | $3,852-20.2% | $3,470-11.4% |
| Admin fee / account holder | $676 | $4,667-85.5% | $6,675-89.9% | $4,887-86.2% |