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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 | $98,134 | $57,350+71.1% | $83,850+17.0% | $64,181+52.9% |
| Participation rate | 67.1% | 68.6%-1.5pp | 76.1%-9.1pp | 69.6%-2.5pp |
| Annual return | -9.28% | 11.38%-20.7pp | 850.92%-860.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,216 | $2,545-52.2% | $3,631-66.5% | $2,381-48.9% |
| Participant deferral / active EE | $5,121 | $2,993+71.1% | $4,082+25.5% | $3,470+47.6% |
| Admin fee / account holder | $8,178 | $4,046+102.1% | $5,478+49.3% | $4,887+67.3% |