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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 | $216,197 | $118,695+82.1% | $98,916+118.6% | $158,950+36.0% |
| Participation rate | 28.6% | 77.8%-49.2pp | 76.0%-47.5pp | 82.0%-53.4pp |
| Annual return | -3.25% | 372.39%-375.6pp | 196.45%-199.7pp | 302.91%-306.2pp |
| Employer contribution / active EE | $637 | $3,333-80.9% | $2,689-76.3% | $4,762-86.6% |
| Participant deferral / active EE | $5,446 | $5,088+7.0% | $4,245+28.3% | $5,983-9.0% |
| Admin fee / account holder | $1,738 | $10,132-82.8% | $6,642-73.8% | $11,248-84.5% |