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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 | $111,086 | $62,589+77.5% | $76,768+44.7% | $64,173+73.1% |
| Participation rate | 48.1% | 72.8%-24.7pp | 77.0%-28.8pp | 69.6%-21.4pp |
| Annual return | -8.03% | -1.95%-6.1pp | 2.43%-10.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,066 | $1,832+12.8% | $2,485-16.9% | $2,381-13.2% |
| Participant deferral / active EE | $4,437 | $3,145+41.1% | $3,852+15.2% | $3,470+27.9% |
| Admin fee / account holder | $818 | $4,667-82.5% | $6,675-87.8% | $4,887-83.3% |