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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 | $79,461 | $78,694+1.0% | $67,652+17.5% | $125,393-36.6% |
| Participation rate | 15.8% | 78.8%-63.0pp | 75.7%-59.9pp | 83.2%-67.4pp |
| Annual return | -5.74% | 9.46%-15.2pp | 6625.04%-6630.8pp | 282.23%-288.0pp |
| Employer contribution / active EE | $1,329 | $3,044-56.3% | $2,266-41.3% | $4,866-72.7% |
| Participant deferral / active EE | $3,438 | $4,292-19.9% | $3,560-3.4% | $5,351-35.8% |
| Admin fee / account holder | $1,248 | $7,403-83.1% | $4,821-74.1% | $9,541-86.9% |