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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 | $103,209 | $79,955+29.1% | $98,450+4.8% | $75,181+37.3% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.2%-25.2pp | 67.2%-17.2pp |
| Annual return | -1.32% | 19.75%-21.1pp | 21.16%-22.5pp | 160.69%-162.0pp |
| Employer contribution / active EE | $2,667 | $2,264+17.8% | $3,049-12.5% | $2,671-0.1% |
| Participant deferral / active EE | $2,339 | $3,752-37.7% | $4,739-50.6% | $4,126-43.3% |
| Admin fee / account holder | $3,951 | $6,841-42.3% | $8,961-55.9% | $5,650-30.1% |