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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 | $170,672 | $32,117+431.4% | $71,086+140.1% | $64,181+165.9% |
| Participation rate | 25.6% | 42.7%-17.1pp | 54.7%-29.1pp | 69.6%-44.0pp |
| Annual return | -10.28% | -5.57%-4.7pp | 650.59%-660.9pp | 7.63%-17.9pp |
| Employer contribution / active EE | $497 | $712-30.3% | $1,088-54.3% | $2,381-79.1% |
| Participant deferral / active EE | $2,736 | $1,263+116.6% | $1,874+46.0% | $3,470-21.1% |
| Admin fee / account holder | $2,382 | $2,759-13.7% | $3,082-22.7% | $4,887-51.3% |