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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 | $100,980 | $73,102+38.1% | $123,553-18.3% | $56,289+79.4% |
| Participation rate | 32.5% | 74.3%-41.8pp | 82.3%-49.8pp | 69.9%-37.3pp |
| Annual return | -7.72% | 3.01%-10.7pp | 119.21%-126.9pp | -9.96%+2.2pp |
| Employer contribution / active EE | $1,083 | $2,977-63.6% | $4,628-76.6% | $2,111-48.7% |
| Participant deferral / active EE | $2,667 | $5,423-50.8% | $6,426-58.5% | $3,350-20.4% |
| Admin fee / account holder | $5,631 | $554+917.0% | $9,284-39.3% | $521+980.9% |