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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 | $207,165 | $73,019+183.7% | $90,766+128.2% | $68,490+202.5% |
| Participation rate | 68.5% | 70.8%-2.3pp | 75.7%-7.2pp | 67.9%+0.6pp |
| Annual return | -19.51% | -13.81%-5.7pp | -12.16%-7.4pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,287 | $2,193-41.3% | $2,922-56.0% | $2,597-50.4% |
| Participant deferral / active EE | $1,869 | $3,626-48.5% | $4,565-59.1% | $4,028-53.6% |
| Admin fee / account holder | $23,103 | $5,897+291.8% | $8,446+173.5% | $5,403+327.6% |