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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 | $113,938 | $71,873+58.5% | $86,698+31.4% | $68,490+66.4% |
| Participation rate | 44.4% | 72.2%-27.8pp | 76.6%-32.1pp | 67.9%-23.5pp |
| Annual return | -19.22% | 3.54%-22.8pp | 35.96%-55.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $667 | $2,173-69.3% | $2,837-76.5% | $2,597-74.3% |
| Participant deferral / active EE | $2,406 | $3,779-36.3% | $4,656-48.3% | $4,028-40.3% |
| Admin fee / account holder | $965 | $6,110-84.2% | $7,492-87.1% | $5,403-82.1% |