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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 | $103,140 | $84,518+22.0% | $67,704+52.3% | $125,388-17.7% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | -4.29% | 2.57%-6.9pp | 25.41%-29.7pp | 282.24%-286.5pp |
| Employer contribution / active EE | $1,792 | $3,292-45.6% | $2,559-30.0% | $4,866-63.2% |
| Participant deferral / active EE | $8,919 | $4,430+101.3% | $3,585+148.8% | $5,352+66.7% |
| Admin fee / account holder | $3,112 | $5,340-41.7% | $4,255-26.9% | $9,541-67.4% |