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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 | $76,493 | $48,267+58.5% | $68,794+11.2% | $68,495+11.7% |
| Participation rate | 59.3% | 60.7%-1.3pp | 69.0%-9.7pp | 67.9%-8.6pp |
| Annual return | -19.82% | -12.70%-7.1pp | -6.37%-13.4pp | -7.84%-12.0pp |
| Employer contribution / active EE | $2,787 | $1,829+52.4% | $2,656+5.0% | $2,596+7.3% |
| Participant deferral / active EE | $5,021 | $2,867+75.2% | $3,941+27.4% | $4,028+24.7% |
| Admin fee / account holder | $19,190 | $4,362+339.9% | $4,934+288.9% | $5,403+255.2% |