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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 | $119,815 | $83,337+43.8% | $67,834+76.6% | $273,972-56.3% |
| Participation rate | 33.3% | 76.4%-43.1pp | 68.8%-35.5pp | 83.0%-49.7pp |
| Annual return | -4.53% | 259.45%-264.0pp | 138.47%-143.0pp | 41.46%-46.0pp |
| Employer contribution / active EE | $938 | $3,287-71.5% | $2,403-61.0% | $4,869-80.7% |
| Participant deferral / active EE | $1,739 | $4,088-57.5% | $3,160-45.0% | $5,287-67.1% |
| Admin fee / account holder | $61,880 | $6,752+816.5% | $4,622+1238.7% | $10,133+510.7% |