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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 | $102,425 | $62,583+63.7% | $76,767+33.4% | $64,173+59.6% |
| Participation rate | 60.0% | 72.8%-12.8pp | 77.0%-17.0pp | 69.6%-9.6pp |
| Annual return | -7.78% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,897 | $1,832+3.5% | $2,485-23.7% | $2,381-20.3% |
| Participant deferral / active EE | $5,627 | $3,145+78.9% | $3,852+46.1% | $3,470+62.2% |
| Admin fee / account holder | $1,373 | $4,667-70.6% | $6,675-79.4% | $4,887-71.9% |