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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 | $97,119 | $76,912+26.3% | $129,118-24.8% | $68,490+41.8% |
| Participation rate | 33.9% | 69.1%-35.2pp | 77.2%-43.3pp | 67.9%-34.0pp |
| Annual return | -20.72% | -9.78%-10.9pp | -10.94%-9.8pp | -7.85%-12.9pp |
| Employer contribution / active EE | $1,112 | $3,243-65.7% | $5,051-78.0% | $2,597-57.2% |
| Participant deferral / active EE | $1,850 | $4,732-60.9% | $6,539-71.7% | $4,028-54.1% |
| Admin fee / account holder | $15,285 | $6,638+130.3% | $14,305+6.9% | $5,403+182.9% |