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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 | $113,112 | $50,947+122.0% | $74,551+51.7% | $64,173+76.3% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -8.12% | -1.85%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,527 | $1,115+36.9% | $1,961-22.1% | $2,381-35.9% |
| Participant deferral / active EE | $2,155 | $2,302-6.4% | $3,108-30.7% | $3,470-37.9% |
| Admin fee / account holder | $1,283 | $4,221-69.6% | $5,059-74.6% | $4,887-73.7% |