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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 | $103,340 | $52,519+96.8% | $155,789-33.7% | $59,633+73.3% |
| Participation rate | 50.0% | 61.7%-11.7pp | 76.1%-26.1pp | 68.7%-18.7pp |
| Annual return | -5.77% | 53.51%-59.3pp | 71.54%-77.3pp | 2041.45%-2047.2pp |
| Employer contribution / active EE | $1,304 | $1,589-18.0% | $3,839-66.0% | $2,203-40.8% |
| Participant deferral / active EE | $2,263 | $3,084-26.6% | $4,798-52.8% | $3,192-29.1% |
| Admin fee / account holder | $951 | $3,540-73.1% | $7,477-87.3% | $4,297-77.9% |