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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 | $105,368 | $83,908+25.6% | $68,509+53.8% | $125,389-16.0% |
| Participation rate | 66.7% | 78.2%-11.5pp | 74.7%-8.1pp | 83.2%-16.5pp |
| Annual return | -3.86% | 14.48%-18.3pp | 8.27%-12.1pp | 282.24%-286.1pp |
| Employer contribution / active EE | $428 | $3,031-85.9% | $2,278-81.2% | $4,866-91.2% |
| Participant deferral / active EE | $3,301 | $4,125-20.0% | $3,382-2.4% | $5,352-38.3% |
| Admin fee / account holder | $26,503 | $8,982+195.1% | $5,275+402.5% | $9,541+177.8% |