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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 | $108,563 | $59,819+81.5% | $79,583+36.4% | $68,490+58.5% |
| Participation rate | 58.5% | 61.1%-2.5pp | 69.5%-11.0pp | 67.9%-9.4pp |
| Annual return | -19.68% | -12.30%-7.4pp | 0.16%-19.8pp | -7.85%-11.8pp |
| Employer contribution / active EE | $3,024 | $1,505+100.9% | $2,414+25.3% | $2,597+16.5% |
| Participant deferral / active EE | $6,438 | $3,025+112.8% | $3,986+61.5% | $4,028+59.8% |
| Admin fee / account holder | $4,924 | $4,835+1.8% | $6,835-28.0% | $5,403-8.9% |