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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 | $82,428 | $47,944+71.9% | $67,834+21.5% | $62,881+31.1% |
| Participation rate | 54.1% | 61.1%-7.0pp | 68.8%-14.7pp | 69.3%-15.3pp |
| Annual return | -3.46% | 11.77%-15.2pp | 138.47%-141.9pp | 20.14%-23.6pp |
| Employer contribution / active EE | $337 | $1,562-78.5% | $2,403-86.0% | $2,281-85.2% |
| Participant deferral / active EE | $1,395 | $2,247-37.9% | $3,160-55.9% | $3,203-56.5% |
| Admin fee / account holder | $1,208 | $3,712-67.5% | $4,622-73.9% | $4,296-71.9% |