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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 | $103,134 | $73,978+39.4% | $96,515+6.9% | $75,173+37.2% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | -5.59% | 26.72%-32.3pp | 35.73%-41.3pp | 160.72%-166.3pp |
| Employer contribution / active EE | $1,212 | $2,931-58.6% | $3,740-67.6% | $2,671-54.6% |
| Participant deferral / active EE | $2,056 | $3,660-43.8% | $4,880-57.9% | $4,126-50.2% |
| Admin fee / account holder | $8,831 | $5,219+69.2% | $6,735+31.1% | $5,651+56.3% |