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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 | $73,416 | $45,566+61.1% | $64,105+14.5% | $59,633+23.1% |
| Participation rate | 46.6% | 60.2%-13.6pp | 68.2%-21.6pp | 68.7%-22.1pp |
| Annual return | -4.13% | 4.95%-9.1pp | 791.24%-795.4pp | 2041.40%-2045.5pp |
| Employer contribution / active EE | $276 | $934-70.4% | $1,820-84.8% | $2,203-87.5% |
| Participant deferral / active EE | $1,910 | $2,057-7.1% | $2,822-32.3% | $3,192-40.2% |
| Admin fee / account holder | $4,798 | $3,268+46.9% | $4,499+6.6% | $4,297+11.7% |