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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 | $93,514 | $49,025+90.7% | $87,502+6.9% | $62,881+48.7% |
| Participation rate | 51.4% | 64.9%-13.5pp | 73.8%-22.5pp | 69.3%-18.0pp |
| Annual return | -1.56% | 10.02%-11.6pp | 12.21%-13.8pp | 20.14%-21.7pp |
| Employer contribution / active EE | $719 | $1,372-47.6% | $2,550-71.8% | $2,281-68.5% |
| Participant deferral / active EE | $995 | $2,289-56.5% | $3,149-68.4% | $3,203-68.9% |
| Admin fee / account holder | $1,378 | $4,065-66.1% | $4,221-67.3% | $4,296-67.9% |