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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 | $172,841 | $72,027+140.0% | $185,861-7.0% | $79,856+116.4% |
| Participation rate | 65.4% | 65.8%-0.3pp | 78.0%-12.6pp | 69.6%-4.2pp |
| Annual return | -27.74% | 23.13%-50.9pp | 35.96%-63.7pp | 31.71%-59.4pp |
| Employer contribution / active EE | $1,634 | $1,965-16.9% | $4,088-60.0% | $2,471-33.9% |
| Participant deferral / active EE | $9,666 | $3,780+155.7% | $5,634+71.6% | $3,741+158.4% |
| Admin fee / account holder | $524 | $4,513-88.4% | $9,503-94.5% | $5,306-90.1% |