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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 | $81,452 | $56,339+44.6% | $104,299-21.9% | $68,490+18.9% |
| Participation rate | 44.2% | 63.3%-19.1pp | 73.3%-29.1pp | 67.9%-23.7pp |
| Annual return | -20.44% | -9.19%-11.3pp | 24.62%-45.1pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,948 | $1,960-0.6% | $3,373-42.3% | $2,597-25.0% |
| Participant deferral / active EE | $5,406 | $3,077+75.7% | $4,626+16.9% | $4,028+34.2% |
| Admin fee / account holder | $11,989 | $4,902+144.6% | $7,339+63.4% | $5,403+121.9% |