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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 | $200,636 | $71,878+179.1% | $86,698+131.4% | $68,486+193.0% |
| Participation rate | 59.5% | 72.2%-12.8pp | 76.6%-17.1pp | 67.9%-8.4pp |
| Annual return | -25.07% | 3.53%-28.6pp | 35.95%-61.0pp | -7.85%-17.2pp |
| Employer contribution / active EE | $980 | $2,173-54.9% | $2,837-65.5% | $2,597-62.3% |
| Participant deferral / active EE | $3,321 | $3,779-12.1% | $4,656-28.7% | $4,028-17.5% |
| Admin fee / account holder | $7,648 | $6,113+25.1% | $7,493+2.1% | $5,404+41.5% |