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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 | $98,662 | $71,878+37.3% | $86,698+13.8% | $68,486+44.1% |
| Participation rate | 66.0% | 72.2%-6.2pp | 76.6%-10.6pp | 67.9%-1.9pp |
| Annual return | -20.74% | 3.53%-24.3pp | 35.95%-56.7pp | -7.85%-12.9pp |
| Employer contribution / active EE | $1,019 | $2,173-53.1% | $2,837-64.1% | $2,597-60.8% |
| Participant deferral / active EE | $5,095 | $3,779+34.8% | $4,656+9.4% | $4,028+26.5% |
| Admin fee / account holder | $17,597 | $6,113+187.9% | $7,493+134.9% | $5,404+225.6% |