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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 | $80,892 | $37,440+116.1% | $77,081+4.9% | $66,930+20.9% |
| Participation rate | 15.6% | 52.9%-37.3pp | 67.9%-52.3pp | 69.8%-54.2pp |
| Annual return | -20.23% | -3.26%-17.0pp | 42.33%-62.6pp | 1.57%-21.8pp |
| Employer contribution / active EE | $349 | $1,534-77.2% | $2,813-87.6% | $2,545-86.3% |
| Participant deferral / active EE | $1,010 | $2,620-61.5% | $4,428-77.2% | $4,238-76.2% |
| Admin fee / account holder | $4,424 | $568+679.3% | $5,427-18.5% | $593+645.4% |