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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 | $130,574 | $81,870+59.5% | $119,634+9.1% | $68,490+90.6% |
| Participation rate | 62.1% | 71.9%-9.8pp | 79.3%-17.2pp | 67.9%-5.8pp |
| Annual return | -23.30% | -23.82%+0.5pp | -14.98%-8.3pp | -7.85%-15.5pp |
| Employer contribution / active EE | $904 | $2,692-66.4% | $4,232-78.6% | $2,597-65.2% |
| Participant deferral / active EE | $2,583 | $4,148-37.7% | $5,601-53.9% | $4,028-35.9% |
| Admin fee / account holder | $3,600 | $6,583-45.3% | $10,329-65.1% | $5,403-33.4% |