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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 | $103,923 | $80,983+28.3% | $96,544+7.6% | $75,177+38.2% |
| Participation rate | 65.6% | 71.8%-6.2pp | 76.0%-10.4pp | 67.2%-1.6pp |
| Annual return | -1.37% | 27.05%-28.4pp | 25.88%-27.3pp | 160.75%-162.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,036 | $3,929-48.2% | $4,851-58.0% | $4,126-50.7% |
| Admin fee / account holder | $10,076 | $6,717+50.0% | $8,254+22.1% | $5,651+78.3% |