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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 | $107,929 | $81,840+31.9% | $63,412+70.2% | $125,393-13.9% |
| Participation rate | 20.0% | 73.0%-53.0pp | 67.1%-47.1pp | 83.2%-63.2pp |
| Annual return | -6.91% | -0.10%-6.8pp | 4.04%-10.9pp | 282.23%-289.1pp |
| Employer contribution / active EE | $2,951 | $2,377+24.2% | $1,814+62.6% | $4,866-39.4% |
| Participant deferral / active EE | $4,875 | $3,064+59.1% | $2,496+95.4% | $5,351-8.9% |
| Admin fee / account holder | $1,030 | $4,951-79.2% | $3,753-72.6% | $9,541-89.2% |