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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 | $107,805 | $64,729+66.5% | $112,263-4.0% | $68,490+57.4% |
| Participation rate | 61.3% | 67.2%-5.9pp | 75.1%-13.8pp | 67.9%-6.6pp |
| Annual return | -20.74% | -11.40%-9.3pp | 27.49%-48.2pp | -7.85%-12.9pp |
| Employer contribution / active EE | $3,225 | $2,746+17.4% | $3,636-11.3% | $2,597+24.2% |
| Participant deferral / active EE | $5,391 | $3,566+51.2% | $4,729+14.0% | $4,028+33.9% |
| Admin fee / account holder | $5,984 | $5,222+14.6% | $6,410-6.6% | $5,403+10.8% |