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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 | $178,907 | $94,439+89.4% | $73,658+142.9% | $154,746+15.6% |
| Participation rate | 38.5% | 64.7%-26.2pp | 57.0%-18.6pp | 80.7%-42.2pp |
| Annual return | -12.75% | 28.25%-41.0pp | 29.72%-42.5pp | 172.34%-185.1pp |
| Employer contribution / active EE | $784 | $1,257-37.6% | $1,032-24.0% | $4,379-82.1% |
| Participant deferral / active EE | $2,129 | $2,527-15.7% | $2,062+3.3% | $6,730-68.4% |
| Admin fee / account holder | $2,997 | $3,843-22.0% | $3,357-10.7% | $14,365-79.1% |