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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 | $113,456 | $49,025+131.4% | $87,502+29.7% | $62,881+80.4% |
| Participation rate | 64.5% | 64.9%-0.4pp | 73.8%-9.3pp | 69.3%-4.8pp |
| Annual return | -6.69% | 10.02%-16.7pp | 12.21%-18.9pp | 20.14%-26.8pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,571 | $2,289+56.0% | $3,149+13.4% | $3,203+11.5% |
| Admin fee / account holder | $17,712 | $4,065+335.7% | $4,221+319.7% | $4,296+312.3% |