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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 | $102,331 | $69,977+46.2% | $108,582-5.8% | $62,881+62.7% |
| Participation rate | 51.6% | 72.9%-21.3pp | 79.6%-28.0pp | 69.3%-17.7pp |
| Annual return | 0.68% | 10.73%-10.0pp | -51.70%+52.4pp | 20.14%-19.5pp |
| Employer contribution / active EE | $1,280 | $2,135-40.1% | $3,758-65.9% | $2,281-43.9% |
| Participant deferral / active EE | $3,166 | $3,1650% | $4,311-26.6% | $3,203-1.2% |
| Admin fee / account holder | $6,795 | $5,076+33.8% | $7,645-11.1% | $4,296+58.2% |