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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 | $98,417 | $53,596+83.6% | $90,657+8.6% | $64,173+53.4% |
| Participation rate | 62.1% | 64.5%-2.4pp | 74.0%-11.9pp | 69.6%-7.4pp |
| Annual return | -8.18% | 4.41%-12.6pp | 1.89%-10.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $972 | $1,503-35.3% | $2,532-61.6% | $2,381-59.2% |
| Participant deferral / active EE | $3,462 | $2,459+40.8% | $3,424+1.1% | $3,470-0.2% |
| Admin fee / account holder | $1,239 | $3,868-68.0% | $4,994-75.2% | $4,887-74.7% |