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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 | $82,542 | $48,078+71.7% | $78,676+4.9% | $62,881+31.3% |
| Participation rate | 64.6% | 65.2%-0.6pp | 73.6%-9.0pp | 69.3%-4.7pp |
| Annual return | 0.79% | 31.36%-30.6pp | 62.19%-61.4pp | 20.14%-19.4pp |
| Employer contribution / active EE | $1,957 | $2,015-2.9% | $2,850-31.3% | $2,281-14.2% |
| Participant deferral / active EE | $2,632 | $2,587+1.7% | $3,517-25.2% | $3,203-17.8% |
| Admin fee / account holder | $1,965 | $3,206-38.7% | $4,510-56.4% | $4,296-54.3% |