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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 | $81,519 | $32,117+153.8% | $71,089+14.7% | $64,173+27.0% |
| Participation rate | 34.5% | 42.7%-8.2pp | 54.6%-20.2pp | 69.6%-35.1pp |
| Annual return | -11.33% | -5.57%-5.8pp | 650.65%-662.0pp | 7.63%-19.0pp |
| Employer contribution / active EE | $399 | $712-44.0% | $1,088-63.3% | $2,381-83.3% |
| Participant deferral / active EE | $3,400 | $1,263+169.2% | $1,873+81.6% | $3,470-2.0% |
| Admin fee / account holder | $14,818 | $2,759+437.0% | $3,082+380.7% | $4,887+203.2% |