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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 | $117,867 | $80,985+45.5% | $96,576+22.0% | $75,181+56.8% |
| Participation rate | 54.8% | 71.8%-16.9pp | 76.0%-21.1pp | 67.2%-12.4pp |
| Annual return | -11.59% | 27.05%-38.6pp | 25.87%-37.5pp | 160.69%-172.3pp |
| Employer contribution / active EE | $875 | $2,282-61.7% | $2,965-70.5% | $2,671-67.2% |
| Participant deferral / active EE | $3,124 | $3,929-20.5% | $4,851-35.6% | $4,126-24.3% |
| Admin fee / account holder | $6,835 | $6,719+1.7% | $8,253-17.2% | $5,650+21.0% |