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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 | $115,822 | $82,028+41.2% | $123,105-5.9% | $59,633+94.2% |
| Participation rate | 68.3% | 83.2%-14.9pp | 86.8%-18.5pp | 68.7%-0.4pp |
| Annual return | -2.37% | 5.12%-7.5pp | 13.22%-15.6pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $2,801 | $3,297-15.1% | $5,151-45.6% | $2,203+27.1% |
| Participant deferral / active EE | $4,184 | $4,667-10.3% | $6,229-32.8% | $3,192+31.1% |
| Admin fee / account holder | $9,164 | $5,879+55.9% | $9,014+1.7% | $4,297+113.3% |