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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 | $95,629 | $50,947+87.7% | $74,551+28.3% | $64,173+49.0% |
| Participation rate | 47.6% | 61.1%-13.4pp | 69.1%-21.5pp | 69.6%-22.0pp |
| Annual return | -10.92% | -1.85%-9.1pp | 32.53%-43.5pp | 7.63%-18.6pp |
| Employer contribution / active EE | $2,325 | $1,115+108.5% | $1,961+18.6% | $2,381-2.3% |
| Participant deferral / active EE | $3,506 | $2,302+52.3% | $3,108+12.8% | $3,470+1.0% |
| Admin fee / account holder | $908 | $4,221-78.5% | $5,059-82.0% | $4,887-81.4% |