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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 | $99,716 | $49,177+102.8% | $79,467+25.5% | $64,173+55.4% |
| Participation rate | 10.5% | 65.0%-54.5pp | 73.3%-62.8pp | 69.6%-59.0pp |
| Annual return | -9.02% | -1.16%-7.9pp | 718.30%-727.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $592 | $2,076-71.5% | $2,800-78.9% | $2,381-75.1% |
| Participant deferral / active EE | $1,038 | $2,821-63.2% | $3,704-72.0% | $3,470-70.1% |
| Admin fee / account holder | $1,146 | $3,839-70.1% | $5,104-77.5% | $4,887-76.5% |