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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 | $176,406 | $102,595+71.9% | $94,057+87.6% | $154,746+14.0% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 80.7%-60.7pp |
| Annual return | -0.54% | 583.42%-584.0pp | 480.62%-481.2pp | 172.34%-172.9pp |
| Employer contribution / active EE | $900 | $3,147-71.4% | $2,933-69.3% | $4,379-79.4% |
| Participant deferral / active EE | $4,519 | $5,118-11.7% | $4,709-4.0% | $6,730-32.9% |
| Admin fee / account holder | $1,577 | $7,736-79.6% | $7,244-78.2% | $14,365-89.0% |