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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 | $91,938 | $59,813+53.7% | $79,580+15.5% | $68,486+34.2% |
| Participation rate | 47.9% | 61.1%-13.2pp | 69.5%-21.6pp | 67.9%-20.0pp |
| Annual return | -20.43% | -12.30%-8.1pp | 0.15%-20.6pp | -7.85%-12.6pp |
| Employer contribution / active EE | $698 | $1,505-53.6% | $2,413-71.1% | $2,597-73.1% |
| Participant deferral / active EE | $2,152 | $3,024-28.9% | $3,985-46.0% | $4,028-46.6% |
| Admin fee / account holder | $3,827 | $4,835-20.8% | $6,835-44.0% | $5,404-29.2% |