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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 | $114,524 | $27,632+314.5% | $61,399+86.5% | $68,495+67.2% |
| Participation rate | 26.3% | 39.5%-13.2pp | 52.6%-26.3pp | 67.9%-41.6pp |
| Annual return | -22.79% | -13.24%-9.6pp | 338.81%-361.6pp | -7.84%-14.9pp |
| Employer contribution / active EE | $833 | $696+19.8% | $1,159-28.1% | $2,596-67.9% |
| Participant deferral / active EE | $2,791 | $1,264+120.9% | $2,124+31.4% | $4,028-30.7% |
| Admin fee / account holder | $703 | $2,010-65.0% | $2,131-67.0% | $5,403-87.0% |