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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 | $101,623 | $73,102+39.0% | $123,552-17.7% | $56,287+80.5% |
| Participation rate | 68.4% | 74.3%-5.9pp | 82.3%-13.9pp | 69.9%-1.5pp |
| Annual return | -7.55% | 3.01%-10.6pp | 119.20%-126.8pp | -9.96%+2.4pp |
| Employer contribution / active EE | $3,263 | $2,977+9.6% | $4,628-29.5% | $2,111+54.6% |
| Participant deferral / active EE | $5,442 | $5,423+0.3% | $6,426-15.3% | $3,350+62.4% |
| Admin fee / account holder | $3,261 | $554+489.0% | $9,285-64.9% | $521+526.0% |