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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 | $86,775 | $54,162+60.2% | $68,612+26.5% | $64,173+35.2% |
| Participation rate | 46.2% | 68.1%-21.9pp | 72.2%-26.1pp | 69.6%-23.4pp |
| Annual return | -9.12% | -1.62%-7.5pp | -4.63%-4.5pp | 7.63%-16.8pp |
| Employer contribution / active EE | $763 | $1,846-58.7% | $2,625-70.9% | $2,381-68.0% |
| Participant deferral / active EE | $1,545 | $2,626-41.2% | $3,311-53.3% | $3,470-55.5% |
| Admin fee / account holder | $2,153 | $4,029-46.6% | $5,131-58.0% | $4,887-55.9% |