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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 | $100,507 | $45,566+120.6% | $64,105+56.8% | $59,633+68.5% |
| Participation rate | 30.8% | 60.2%-29.4pp | 68.2%-37.4pp | 68.7%-37.9pp |
| Annual return | -3.95% | 4.95%-8.9pp | 791.24%-795.2pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $448 | $934-52.1% | $1,820-75.4% | $2,203-79.7% |
| Participant deferral / active EE | $1,081 | $2,057-47.5% | $2,822-61.7% | $3,192-66.1% |
| Admin fee / account holder | $4,291 | $3,268+31.3% | $4,499-4.6% | $4,297-0.1% |