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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 | $102,766 | $72,269+42.2% | $101,271+1.5% | $79,852+28.7% |
| Participation rate | 51.2% | 68.5%-17.2pp | 75.8%-24.6pp | 69.6%-18.4pp |
| Annual return | -1.20% | 22.29%-23.5pp | 46.48%-47.7pp | 31.72%-32.9pp |
| Employer contribution / active EE | $908 | $2,692-66.3% | $3,660-75.2% | $2,471-63.2% |
| Participant deferral / active EE | $2,263 | $3,282-31.0% | $4,371-48.2% | $3,740-39.5% |
| Admin fee / account holder | $1,520 | $4,401-65.5% | $5,948-74.4% | $5,306-71.4% |