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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 | $106,906 | $97,881+9.2% | $80,004+33.6% | $125,389-14.7% |
| Participation rate | 25.0% | 77.9%-52.9pp | 73.0%-48.0pp | 83.2%-58.2pp |
| Annual return | -4.98% | 9.36%-14.3pp | 7.63%-12.6pp | 282.24%-287.2pp |
| Employer contribution / active EE | $240 | $3,128-92.3% | $2,473-90.3% | $4,866-95.1% |
| Participant deferral / active EE | $5,599 | $3,744+49.5% | $3,204+74.8% | $5,352+4.6% |
| Admin fee / account holder | $915 | $6,278-85.4% | $5,033-81.8% | $9,541-90.4% |