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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 | $92,197 | $45,566+102.3% | $64,105+43.8% | $59,633+54.6% |
| Participation rate | 30.8% | 60.2%-29.4pp | 68.2%-37.4pp | 68.7%-37.9pp |
| Annual return | -4.39% | 4.95%-9.3pp | 791.24%-795.6pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $598 | $934-36.0% | $1,820-67.2% | $2,203-72.9% |
| Participant deferral / active EE | $2,110 | $2,057+2.6% | $2,822-25.2% | $3,192-33.9% |
| Admin fee / account holder | $1,665 | $3,268-49.1% | $4,499-63.0% | $4,297-61.3% |