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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 | $119,631 | $42,383+182.3% | $76,518+56.3% | $64,173+86.4% |
| Participation rate | 21.6% | 58.1%-36.5pp | 68.0%-46.4pp | 69.6%-47.9pp |
| Annual return | -11.75% | -16.54%+4.8pp | -0.27%-11.5pp | 7.63%-19.4pp |
| Employer contribution / active EE | $557 | $1,563-64.4% | $2,647-79.0% | $2,381-76.6% |
| Participant deferral / active EE | $940 | $2,566-63.4% | $3,836-75.5% | $3,470-72.9% |
| Admin fee / account holder | $1,007 | $3,198-68.5% | $4,849-79.2% | $4,887-79.4% |