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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 | $82,438 | $52,580+56.8% | $71,671+15.0% | $70,126+17.6% |
| Participation rate | 31.7% | 60.9%-29.2pp | 68.7%-37.1pp | 69.5%-37.9pp |
| Annual return | -13.37% | 20.25%-33.6pp | 20.65%-34.0pp | 73.15%-86.5pp |
| Employer contribution / active EE | $1,020 | $1,616-36.9% | $2,460-58.6% | $2,343-56.5% |
| Participant deferral / active EE | $3,006 | $2,386+26.0% | $3,438-12.6% | $3,332-9.8% |
| Admin fee / account holder | $3,046 | $3,653-16.6% | $5,558-45.2% | $4,645-34.4% |