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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 | $110,790 | $65,041+70.3% | $90,965+21.8% | $79,858+38.7% |
| Participation rate | 56.5% | 61.6%-5.2pp | 69.0%-12.6pp | 69.6%-13.2pp |
| Annual return | -14.01% | 30.45%-44.5pp | 134.57%-148.6pp | 31.72%-45.7pp |
| Employer contribution / active EE | $1,035 | $1,247-17.0% | $2,122-51.2% | $2,471-58.1% |
| Participant deferral / active EE | $4,320 | $2,512+72.0% | $3,373+28.1% | $3,740+15.5% |
| Admin fee / account holder | $323 | $4,536-92.9% | $5,960-94.6% | $5,306-93.9% |