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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 | $102,863 | $68,996+49.1% | $159,991-35.7% | $68,495+50.2% |
| Participation rate | 60.3% | 65.4%-5.1pp | 78.0%-17.6pp | 67.9%-7.5pp |
| Annual return | -24.75% | -9.65%-15.1pp | 408.82%-433.6pp | -7.84%-16.9pp |
| Employer contribution / active EE | $531 | $2,212-76.0% | $4,225-87.4% | $2,596-79.6% |
| Participant deferral / active EE | $4,036 | $4,211-4.1% | $6,183-34.7% | $4,028+0.2% |
| Admin fee / account holder | $1,492 | $4,797-68.9% | $8,715-82.9% | $5,403-72.4% |