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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 | $83,144 | $58,587+41.9% | $83,322-0.2% | $64,173+29.6% |
| Participation rate | 51.7% | 72.0%-20.3pp | 77.8%-26.0pp | 69.6%-17.8pp |
| Annual return | -10.58% | 9.65%-20.2pp | 10.64%-21.2pp | 7.63%-18.2pp |
| Employer contribution / active EE | $2,090 | $2,098-0.4% | $3,379-38.2% | $2,381-12.2% |
| Participant deferral / active EE | $6,251 | $4,654+34.3% | $5,565+12.3% | $3,470+80.2% |
| Admin fee / account holder | $540 | $9,279-94.2% | $7,540-92.8% | $4,887-89.0% |