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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 | $81,994 | $52,836+55.2% | $105,738-22.5% | $64,173+27.8% |
| Participation rate | 52.6% | 66.5%-13.9pp | 76.3%-23.7pp | 69.6%-16.9pp |
| Annual return | -8.77% | 14.30%-23.1pp | 6.27%-15.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,880 | $1,827+2.9% | $3,268-42.5% | $2,381-21.1% |
| Participant deferral / active EE | $3,784 | $2,545+48.6% | $4,080-7.3% | $3,470+9.1% |
| Admin fee / account holder | $744 | $3,959-81.2% | $6,913-89.2% | $4,887-84.8% |