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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 | $127,652 | $25,979+391.4% | $71,755+77.9% | $68,486+86.4% |
| Participation rate | 66.7% | 54.5%+12.2pp | 62.3%+4.3pp | 67.9%-1.2pp |
| Annual return | -21.59% | -15.10%-6.5pp | 9.09%-30.7pp | -7.85%-13.7pp |
| Employer contribution / active EE | $975 | $900+8.3% | $1,704-42.8% | $2,597-62.5% |
| Participant deferral / active EE | $5,459 | $1,522+258.7% | $2,656+105.6% | $4,028+35.5% |
| Admin fee / account holder | $7,955 | $2,022+293.5% | $3,972+100.3% | $5,404+47.2% |