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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 | $102,900 | $67,411+52.6% | $91,004+13.1% | $70,126+46.7% |
| Participation rate | 60.0% | 71.4%-11.4pp | 75.6%-15.6pp | 69.5%-9.5pp |
| Annual return | 10.63% | -40.16%+50.8pp | 4.60%+6.0pp | 73.15%-62.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,646 | $2,823-6.3% | $3,548-25.4% | $3,332-20.6% |
| Admin fee / account holder | $632 | $4,236-85.1% | $5,417-88.3% | $4,645-86.4% |