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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 | $101,722 | $27,632+268.1% | $61,452+65.5% | $68,486+48.5% |
| Participation rate | 16.4% | 39.5%-23.1pp | 52.6%-36.2pp | 67.9%-51.5pp |
| Annual return | -21.35% | -13.24%-8.1pp | 338.96%-360.3pp | -7.85%-13.5pp |
| Employer contribution / active EE | $571 | $696-18.0% | $1,160-50.8% | $2,597-78.0% |
| Participant deferral / active EE | $1,422 | $1,264+12.5% | $2,125-33.1% | $4,028-64.7% |
| Admin fee / account holder | $8,716 | $2,010+333.6% | $2,131+309.0% | $5,404+61.3% |