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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 | $113,605 | $59,813+89.9% | $79,580+42.8% | $68,486+65.9% |
| Participation rate | 42.3% | 61.1%-18.8pp | 69.5%-27.2pp | 67.9%-25.6pp |
| Annual return | -19.58% | -12.30%-7.3pp | 0.15%-19.7pp | -7.85%-11.7pp |
| Employer contribution / active EE | $992 | $1,505-34.1% | $2,413-58.9% | $2,597-61.8% |
| Participant deferral / active EE | $2,679 | $3,024-11.4% | $3,985-32.8% | $4,028-33.5% |
| Admin fee / account holder | $8,991 | $4,835+86.0% | $6,835+31.5% | $5,404+66.4% |