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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 | $86,539 | $45,566+89.9% | $64,105+35.0% | $59,633+45.1% |
| Participation rate | 41.7% | 60.2%-18.5pp | 68.2%-26.5pp | 68.7%-27.0pp |
| Annual return | -3.64% | 4.95%-8.6pp | 791.24%-794.9pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $293 | $934-68.7% | $1,820-83.9% | $2,203-86.7% |
| Participant deferral / active EE | $2,699 | $2,057+31.3% | $2,822-4.3% | $3,192-15.4% |
| Admin fee / account holder | $11,279 | $3,268+245.2% | $4,499+150.7% | $4,297+162.5% |