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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 | $156,300 | $108,285+44.3% | $77,552+101.5% | $158,982-1.7% |
| Participation rate | 20.0% | 64.4%-44.4pp | 54.2%-34.2pp | 82.0%-62.0pp |
| Annual return | -0.68% | 31.69%-32.4pp | 54.82%-55.5pp | 302.99%-303.7pp |
| Employer contribution / active EE | $1,123 | $1,325-15.2% | $987+13.9% | $4,763-76.4% |
| Participant deferral / active EE | $1,994 | $2,455-18.8% | $1,861+7.1% | $5,983-66.7% |
| Admin fee / account holder | $427 | $3,709-88.5% | $2,859-85.1% | $11,252-96.2% |