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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 | $116,228 | $45,872+153.4% | $77,081+50.8% | $68,495+69.7% |
| Participation rate | 67.7% | 55.9%+11.8pp | 67.9%-0.2pp | 67.9%-0.1pp |
| Annual return | -21.49% | 1.73%-23.2pp | 42.33%-63.8pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,418 | $1,650-14.0% | $2,813-49.6% | $2,596-45.4% |
| Participant deferral / active EE | $7,273 | $2,963+145.5% | $4,428+64.3% | $4,028+80.6% |
| Admin fee / account holder | $2,056 | $3,041-32.4% | $5,427-62.1% | $5,403-61.9% |