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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 | $103,978 | $48,364+115.0% | $71,796+44.8% | $62,881+65.4% |
| Participation rate | 58.1% | 60.6%-2.6pp | 69.1%-11.0pp | 69.3%-11.2pp |
| Annual return | -9.52% | 13.16%-22.7pp | 78.04%-87.6pp | 20.14%-29.7pp |
| Employer contribution / active EE | $1,534 | $1,042+47.2% | $1,924-20.3% | $2,281-32.7% |
| Participant deferral / active EE | $2,700 | $2,091+29.1% | $2,794-3.4% | $3,203-15.7% |
| Admin fee / account holder | $406 | $3,771-89.2% | $4,815-91.6% | $4,296-90.5% |