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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 | $158,108 | $59,813+164.3% | $79,580+98.7% | $68,486+130.9% |
| Participation rate | 48.1% | 61.1%-12.9pp | 69.5%-21.3pp | 67.9%-19.7pp |
| Annual return | -19.73% | -12.30%-7.4pp | 0.15%-19.9pp | -7.85%-11.9pp |
| Employer contribution / active EE | $949 | $1,505-37.0% | $2,413-60.7% | $2,597-63.5% |
| Participant deferral / active EE | $3,477 | $3,024+15.0% | $3,985-12.7% | $4,028-13.7% |
| Admin fee / account holder | $4,527 | $4,835-6.4% | $6,835-33.8% | $5,404-16.2% |