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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 | $112,335 | $62,583+79.5% | $76,767+46.3% | $64,173+75.1% |
| Participation rate | 56.7% | 72.8%-16.2pp | 77.0%-20.3pp | 69.6%-12.9pp |
| Annual return | -8.49% | -1.95%-6.5pp | 2.43%-10.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,199 | $1,832-34.6% | $2,485-51.8% | $2,381-49.6% |
| Participant deferral / active EE | $3,827 | $3,145+21.7% | $3,852-0.6% | $3,470+10.3% |
| Admin fee / account holder | $1,545 | $4,667-66.9% | $6,675-76.9% | $4,887-68.4% |