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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 | $89,336 | $59,813+49.4% | $79,580+12.3% | $68,486+30.4% |
| Participation rate | 35.6% | 61.1%-25.5pp | 69.5%-33.9pp | 67.9%-32.3pp |
| Annual return | -20.75% | -12.30%-8.5pp | 0.15%-20.9pp | -7.85%-12.9pp |
| Employer contribution / active EE | $434 | $1,505-71.2% | $2,413-82.0% | $2,597-83.3% |
| Participant deferral / active EE | $3,056 | $3,024+1.0% | $3,985-23.3% | $4,028-24.1% |
| Admin fee / account holder | $3,976 | $4,835-17.8% | $6,835-41.8% | $5,404-26.4% |