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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 | $109,993 | $61,660+78.4% | $80,022+37.5% | $64,173+71.4% |
| Participation rate | 48.3% | 71.7%-23.4pp | 75.8%-27.6pp | 69.6%-21.3pp |
| Annual return | -10.60% | -0.33%-10.3pp | 11.22%-21.8pp | 7.63%-18.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,867 | $2,968-37.1% | $3,686-49.4% | $3,470-46.2% |
| Admin fee / account holder | $6,508 | $5,417+20.1% | $6,521-0.2% | $4,887+33.2% |