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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 | $98,481 | $73,102+34.7% | $123,552-20.3% | $56,287+75.0% |
| Participation rate | 66.4% | 74.3%-8.0pp | 82.3%-15.9pp | 69.9%-3.5pp |
| Annual return | -7.86% | 3.01%-10.9pp | 119.20%-127.1pp | -9.96%+2.1pp |
| Employer contribution / active EE | $1,178 | $2,977-60.4% | $4,628-74.5% | $2,111-44.2% |
| Participant deferral / active EE | $2,939 | $5,423-45.8% | $6,426-54.3% | $3,350-12.3% |
| Admin fee / account holder | $9,911 | $554+1689.9% | $9,285+6.7% | $521+1802.5% |