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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 | $98,972 | $71,878+37.7% | $86,698+14.2% | $68,486+44.5% |
| Participation rate | 59.5% | 72.2%-12.8pp | 76.6%-17.1pp | 67.9%-8.4pp |
| Annual return | -21.56% | 3.53%-25.1pp | 35.95%-57.5pp | -7.85%-13.7pp |
| Employer contribution / active EE | $1,854 | $2,173-14.7% | $2,837-34.6% | $2,597-28.6% |
| Participant deferral / active EE | $3,668 | $3,779-2.9% | $4,656-21.2% | $4,028-8.9% |
| Admin fee / account holder | $1,798 | $6,113-70.6% | $7,493-76.0% | $5,404-66.7% |