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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 | $84,059 | $45,872+83.2% | $77,100+9.0% | $68,490+22.7% |
| Participation rate | 68.0% | 55.9%+12.1pp | 67.9%+0.1pp | 67.9%+0.1pp |
| Annual return | -20.35% | 1.73%-22.1pp | 42.35%-62.7pp | -7.85%-12.5pp |
| Employer contribution / active EE | $2,298 | $1,650+39.3% | $2,815-18.3% | $2,597-11.5% |
| Participant deferral / active EE | $4,485 | $2,963+51.4% | $4,430+1.2% | $4,028+11.3% |
| Admin fee / account holder | $5,691 | $3,041+87.1% | $5,443+4.5% | $5,403+5.3% |