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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 | $219,176 | $59,813+266.4% | $79,580+175.4% | $68,486+220.0% |
| Participation rate | 65.5% | 61.1%+4.5pp | 69.5%-4.0pp | 67.9%-2.4pp |
| Annual return | -23.20% | -12.30%-10.9pp | 0.15%-23.4pp | -7.85%-15.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,709 | $3,024+22.6% | $3,985-6.9% | $4,028-7.9% |
| Admin fee / account holder | $7,243 | $4,835+49.8% | $6,835+6.0% | $5,404+34.0% |