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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 | $108,399 | $77,817+39.3% | $123,553-12.3% | $64,173+68.9% |
| Participation rate | 65.6% | 74.7%-9.1pp | 82.3%-16.7pp | 69.6%-3.9pp |
| Annual return | -8.22% | 12.49%-20.7pp | 119.21%-127.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $840 | $3,014-72.1% | $4,628-81.8% | $2,381-64.7% |
| Participant deferral / active EE | $10,594 | $5,240+102.2% | $6,426+64.9% | $3,470+205.3% |
| Admin fee / account holder | $24,570 | $5,519+345.2% | $9,284+164.6% | $4,887+402.7% |