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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 | $166,260 | $77,816+113.7% | $123,552+34.6% | $64,173+159.1% |
| Participation rate | 32.1% | 74.7%-42.6pp | 82.3%-50.2pp | 69.6%-37.4pp |
| Annual return | -9.79% | 12.49%-22.3pp | 119.20%-129.0pp | 7.63%-17.4pp |
| Employer contribution / active EE | $2,121 | $3,014-29.6% | $4,628-54.2% | $2,381-10.9% |
| Participant deferral / active EE | $4,196 | $5,240-19.9% | $6,426-34.7% | $3,470+20.9% |
| Admin fee / account holder | $416 | $5,519-92.5% | $9,285-95.5% | $4,887-91.5% |