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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 | $109,144 | $72,492+50.6% | $87,102+25.3% | $72,983+49.5% |
| Participation rate | 59.5% | 72.8%-13.3pp | 76.9%-17.3pp | 69.5%-10.0pp |
| Annual return | -5.56% | 24.46%-30.0pp | 28.19%-33.8pp | 81.01%-86.6pp |
| Employer contribution / active EE | $1,529 | $1,894-19.3% | $2,521-39.4% | $2,440-37.3% |
| Participant deferral / active EE | $4,821 | $3,270+47.4% | $4,048+19.1% | $3,608+33.6% |
| Admin fee / account holder | $509 | $5,055-89.9% | $7,491-93.2% | $5,124-90.1% |