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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 | $113,940 | $59,116+92.7% | $86,438+31.8% | $68,486+66.4% |
| Participation rate | 48.9% | 75.2%-26.4pp | 80.3%-31.5pp | 67.9%-19.0pp |
| Annual return | -19.37% | -0.23%-19.1pp | 4397.19%-4416.6pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,487 | $2,519-41.0% | $3,769-60.6% | $2,597-42.8% |
| Participant deferral / active EE | $5,200 | $5,902-11.9% | $6,952-25.2% | $4,028+29.1% |
| Admin fee / account holder | $8,613 | $5,639+52.8% | $6,733+27.9% | $5,404+59.4% |