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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 | $114,900 | $83,908+36.9% | $68,509+67.7% | $125,389-8.4% |
| Participation rate | 62.5% | 78.2%-15.7pp | 74.7%-12.2pp | 83.2%-20.7pp |
| Annual return | -5.84% | 14.48%-20.3pp | 8.27%-14.1pp | 282.24%-288.1pp |
| Employer contribution / active EE | $1,284 | $3,031-57.6% | $2,278-43.6% | $4,866-73.6% |
| Participant deferral / active EE | $1,939 | $4,125-53.0% | $3,382-42.7% | $5,352-63.8% |
| Admin fee / account holder | $619 | $8,982-93.1% | $5,275-88.3% | $9,541-93.5% |