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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 | $109,813 | $50,947+115.5% | $74,551+47.3% | $64,173+71.1% |
| Participation rate | 67.5% | 61.1%+6.4pp | 69.1%-1.7pp | 69.6%-2.1pp |
| Annual return | -8.14% | -1.85%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $927 | $1,115-16.9% | $1,961-52.7% | $2,381-61.1% |
| Participant deferral / active EE | $2,168 | $2,302-5.8% | $3,108-30.3% | $3,470-37.5% |
| Admin fee / account holder | $4,757 | $4,221+12.7% | $5,059-6.0% | $4,887-2.7% |