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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 | $97,312 | $40,275+141.6% | $57,356+69.7% | $59,633+63.2% |
| Participation rate | 34.7% | 69.1%-34.5pp | 75.1%-40.4pp | 68.7%-34.0pp |
| Annual return | -3.06% | 27.52%-30.6pp | 24.41%-27.5pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $349 | $1,921-81.8% | $2,689-87.0% | $2,203-84.2% |
| Participant deferral / active EE | $711 | $2,400-70.4% | $3,162-77.5% | $3,192-77.7% |
| Admin fee / account holder | $569 | $2,820-79.8% | $3,357-83.0% | $4,297-86.7% |