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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 | $112,453 | $50,947+120.7% | $74,549+50.8% | $64,173+75.2% |
| Participation rate | 25.6% | 61.1%-35.4pp | 69.1%-43.5pp | 69.6%-43.9pp |
| Annual return | -8.19% | -1.85%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,645 | $1,115+47.5% | $1,961-16.1% | $2,381-30.9% |
| Participant deferral / active EE | $2,098 | $2,302-8.8% | $3,108-32.5% | $3,470-39.5% |
| Admin fee / account holder | $6,559 | $4,221+55.4% | $5,059+29.7% | $4,887+34.2% |