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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 | $86,097 | $62,586+37.6% | $76,766+12.2% | $64,181+34.1% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | -8.61% | -1.95%-6.7pp | 2.43%-11.0pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,230 | $1,832+21.7% | $2,485-10.3% | $2,381-6.3% |
| Participant deferral / active EE | $4,457 | $3,145+41.7% | $3,851+15.7% | $3,470+28.5% |
| Admin fee / account holder | $2,434 | $4,667-47.8% | $6,675-63.5% | $4,887-50.2% |