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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 | $102,769 | $59,819+71.8% | $79,583+29.1% | $68,490+50.0% |
| Participation rate | 55.7% | 61.1%-5.4pp | 69.5%-13.8pp | 67.9%-12.2pp |
| Annual return | -22.86% | -12.30%-10.6pp | 0.16%-23.0pp | -7.85%-15.0pp |
| Employer contribution / active EE | $863 | $1,505-42.7% | $2,414-64.3% | $2,597-66.8% |
| Participant deferral / active EE | $5,144 | $3,025+70.1% | $3,986+29.1% | $4,028+27.7% |
| Admin fee / account holder | $4,067 | $4,835-15.9% | $6,835-40.5% | $5,403-24.7% |