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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 | $86,819 | $48,267+79.9% | $68,808+26.2% | $68,486+26.8% |
| Participation rate | 49.2% | 60.7%-11.5pp | 69.0%-19.8pp | 67.9%-18.7pp |
| Annual return | -20.50% | -12.70%-7.8pp | -6.37%-14.1pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,100 | $1,829-39.9% | $2,656-58.6% | $2,597-57.6% |
| Participant deferral / active EE | $3,821 | $2,867+33.3% | $3,942-3.1% | $4,028-5.1% |
| Admin fee / account holder | $15,831 | $4,362+262.9% | $4,936+220.7% | $5,404+193.0% |