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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 | $97,260 | $73,988+31.5% | $96,538+0.7% | $75,177+29.4% |
| Participation rate | 46.5% | 66.4%-19.9pp | 74.3%-27.8pp | 67.2%-20.7pp |
| Annual return | -5.52% | 26.73%-32.2pp | 35.74%-41.3pp | 160.75%-166.3pp |
| Employer contribution / active EE | $1,609 | $2,930-45.1% | $3,740-57.0% | $2,671-39.8% |
| Participant deferral / active EE | $2,859 | $3,660-21.9% | $4,880-41.4% | $4,126-30.7% |
| Admin fee / account holder | $11,813 | $5,220+126.3% | $6,737+75.3% | $5,651+109.0% |