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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 | $78,273 | $59,107+32.4% | $86,439-9.4% | $68,495+14.3% |
| Participation rate | 46.8% | 75.2%-28.4pp | 80.3%-33.5pp | 67.9%-21.1pp |
| Annual return | -33.39% | -0.23%-33.2pp | 4395.55%-4428.9pp | -7.84%-25.5pp |
| Employer contribution / active EE | $483 | $2,519-80.8% | $3,769-87.2% | $2,596-81.4% |
| Participant deferral / active EE | $4,833 | $5,901-18.1% | $6,952-30.5% | $4,028+20.0% |
| Admin fee / account holder | $1,571 | $5,637-72.1% | $6,732-76.7% | $5,403-70.9% |