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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 | $80,333 | $54,320+47.9% | $67,652+18.7% | $52,331+53.5% |
| Participation rate | 66.7% | 73.6%-6.9pp | 75.7%-9.0pp | 68.1%-1.4pp |
| Annual return | -3.07% | 6.81%-9.9pp | 6625.40%-6628.5pp | 4.54%-7.6pp |
| Employer contribution / active EE | $842 | $1,544-45.4% | $2,266-62.8% | $1,882-55.2% |
| Participant deferral / active EE | $3,235 | $2,950+9.6% | $3,560-9.1% | $3,022+7.0% |
| Admin fee / account holder | $7,962 | $527+1412.0% | $4,821+65.2% | $592+1245.8% |