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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 | $85,519 | $50,947+67.9% | $74,549+14.7% | $64,173+33.3% |
| Participation rate | 38.9% | 61.1%-22.2pp | 69.1%-30.3pp | 69.6%-30.7pp |
| Annual return | -8.18% | -1.85%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $926 | $1,115-17.0% | $1,961-52.8% | $2,381-61.1% |
| Participant deferral / active EE | $2,181 | $2,302-5.2% | $3,108-29.8% | $3,470-37.1% |
| Admin fee / account holder | $7,371 | $4,221+74.6% | $5,059+45.7% | $4,887+50.8% |