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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 | $109,105 | $59,819+82.4% | $79,583+37.1% | $68,490+59.3% |
| Participation rate | 45.5% | 61.1%-15.6pp | 69.5%-24.0pp | 67.9%-22.4pp |
| Annual return | -22.61% | -12.30%-10.3pp | 0.16%-22.8pp | -7.85%-14.8pp |
| Employer contribution / active EE | $1,501 | $1,505-0.3% | $2,414-37.8% | $2,597-42.2% |
| Participant deferral / active EE | $3,271 | $3,025+8.1% | $3,986-17.9% | $4,028-18.8% |
| Admin fee / account holder | $2,434 | $4,835-49.7% | $6,835-64.4% | $5,403-54.9% |