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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 | $83,164 | $77,816+6.9% | $123,552-32.7% | $64,173+29.6% |
| Participation rate | 54.1% | 74.7%-20.6pp | 82.3%-28.2pp | 69.6%-15.5pp |
| Annual return | -8.20% | 12.49%-20.7pp | 119.20%-127.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,231 | $3,014-59.2% | $4,628-73.4% | $2,381-48.3% |
| Participant deferral / active EE | $3,234 | $5,240-38.3% | $6,426-49.7% | $3,470-6.8% |
| Admin fee / account holder | $2,544 | $5,519-53.9% | $9,285-72.6% | $4,887-47.9% |