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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 | $80,618 | $61,660+30.7% | $80,022+0.7% | $64,173+25.6% |
| Participation rate | 37.1% | 71.7%-34.5pp | 75.8%-38.7pp | 69.6%-32.4pp |
| Annual return | -8.58% | -0.33%-8.3pp | 11.22%-19.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $981 | $1,810-45.8% | $2,468-60.2% | $2,381-58.8% |
| Participant deferral / active EE | $1,864 | $2,968-37.2% | $3,686-49.4% | $3,470-46.3% |
| Admin fee / account holder | $1,186 | $5,417-78.1% | $6,521-81.8% | $4,887-75.7% |