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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 | $163,589 | $95,915+70.6% | $79,580+105.6% | $134,532+21.6% |
| Participation rate | 28.6% | 75.0%-46.5pp | 69.5%-40.9pp | 81.2%-52.7pp |
| Annual return | -20.89% | -2.71%-18.2pp | 0.15%-21.0pp | 418.27%-439.2pp |
| Employer contribution / active EE | $644 | $3,129-79.4% | $2,413-73.3% | $4,741-86.4% |
| Participant deferral / active EE | $3,428 | $4,693-27.0% | $3,985-14.0% | $6,401-46.4% |
| Admin fee / account holder | $2,988 | $9,132-67.3% | $6,835-56.3% | $11,429-73.9% |