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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 | $111,215 | $50,947+118.3% | $74,551+49.2% | $64,173+73.3% |
| Participation rate | 53.2% | 61.1%-7.9pp | 69.1%-16.0pp | 69.6%-16.4pp |
| Annual return | -8.91% | -1.85%-7.1pp | 32.53%-41.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,222 | $1,115+9.6% | $1,961-37.7% | $2,381-48.7% |
| Participant deferral / active EE | $2,583 | $2,302+12.2% | $3,108-16.9% | $3,470-25.6% |
| Admin fee / account holder | $7,448 | $4,221+76.4% | $5,059+47.2% | $4,887+52.4% |