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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 | $89,589 | $56,287+59.2% | $80,977+10.6% | $62,881+42.5% |
| Participation rate | 31.4% | 68.9%-37.6pp | 75.8%-44.4pp | 69.3%-37.9pp |
| Annual return | -7.85% | 22.13%-30.0pp | 17.11%-25.0pp | 20.14%-28.0pp |
| Employer contribution / active EE | $1,194 | $1,943-38.5% | $3,715-67.9% | $2,281-47.6% |
| Participant deferral / active EE | $2,655 | $4,196-36.7% | $5,696-53.4% | $3,203-17.1% |
| Admin fee / account holder | $3,675 | $3,742-1.8% | $5,517-33.4% | $4,296-14.4% |