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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 | $149,769 | $32,117+366.3% | $71,086+110.7% | $64,173+133.4% |
| Participation rate | 6.7% | 42.7%-36.0pp | 54.7%-48.0pp | 69.6%-62.9pp |
| Annual return | -11.11% | -5.57%-5.5pp | 650.59%-661.7pp | 7.63%-18.7pp |
| Employer contribution / active EE | $364 | $712-48.9% | $1,088-66.5% | $2,381-84.7% |
| Participant deferral / active EE | $1,200 | $1,263-5.0% | $1,874-36.0% | $3,470-65.4% |
| Admin fee / account holder | $762 | $2,759-72.4% | $3,082-75.3% | $4,887-84.4% |