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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 | $87,721 | $33,067+165.3% | $76,518+14.6% | $56,289+55.8% |
| Participation rate | 9.6% | 55.4%-45.8pp | 68.0%-58.4pp | 69.9%-60.3pp |
| Annual return | -8.98% | 2.72%-11.7pp | -0.27%-8.7pp | -9.96%+1.0pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $793 | $2,240-64.6% | $3,836-79.3% | $3,350-76.3% |
| Admin fee / account holder | $1,782 | $537+231.8% | $4,849-63.3% | $521+242.0% |