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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 | $99,813 | $54,355+83.6% | $82,744+20.6% | $68,486+45.7% |
| Participation rate | 60.6% | 63.9%-3.4pp | 72.6%-12.0pp | 67.9%-7.3pp |
| Annual return | -20.91% | -13.67%-7.2pp | 702.22%-723.1pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,137 | $2,219-48.7% | $3,008-62.2% | $2,597-56.2% |
| Participant deferral / active EE | $5,652 | $3,246+74.1% | $4,395+28.6% | $4,028+40.3% |
| Admin fee / account holder | $4,666 | $4,397+6.1% | $5,325-12.4% | $5,404-13.7% |