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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 | $97,763 | $124,425-21.4% | $112,040-12.7% | $137,256-28.8% |
| Participation rate | 20.0% | 79.3%-59.3pp | 76.5%-56.5pp | 80.0%-60.0pp |
| Annual return | -6.23% | 24.72%-30.9pp | 24.52%-30.7pp | 220.34%-226.6pp |
| Employer contribution / active EE | $845 | $3,411-75.2% | $2,954-71.4% | $4,156-79.7% |
| Participant deferral / active EE | $7,521 | $5,718+31.5% | $5,098+47.5% | $6,407+17.4% |
| Admin fee / account holder | $3,121 | $15,207-79.5% | $12,098-74.2% | $12,270-74.6% |