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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 | $98,323 | $59,111+66.3% | $86,451+13.7% | $68,490+43.6% |
| Participation rate | 54.9% | 75.2%-20.3pp | 80.3%-25.4pp | 67.9%-13.0pp |
| Annual return | -20.84% | -0.22%-20.6pp | 4398.51%-4419.4pp | -7.85%-13.0pp |
| Employer contribution / active EE | $2,383 | $2,519-5.4% | $3,770-36.8% | $2,597-8.2% |
| Participant deferral / active EE | $5,812 | $5,900-1.5% | $6,953-16.4% | $4,028+44.3% |
| Admin fee / account holder | $9,009 | $5,640+59.7% | $6,734+33.8% | $5,403+66.7% |