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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 | $105,958 | $72,388+46.4% | $111,392-4.9% | $64,181+65.1% |
| Participation rate | 46.9% | 70.5%-23.6pp | 78.9%-31.9pp | 69.6%-22.6pp |
| Annual return | -8.45% | -1.50%-6.9pp | -2.06%-6.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,572 | $3,000-47.6% | $4,328-63.7% | $2,381-34.0% |
| Participant deferral / active EE | $3,351 | $4,241-21.0% | $5,567-39.8% | $3,470-3.4% |
| Admin fee / account holder | $6,140 | $5,719+7.3% | $12,266-49.9% | $4,887+25.6% |