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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 | $108,579 | $54,355+99.8% | $82,744+31.2% | $68,486+58.5% |
| Participation rate | 25.0% | 63.9%-38.9pp | 72.6%-47.6pp | 67.9%-42.9pp |
| Annual return | -21.11% | -13.67%-7.4pp | 702.22%-723.3pp | -7.85%-13.3pp |
| Employer contribution / active EE | $665 | $2,219-70.0% | $3,008-77.9% | $2,597-74.4% |
| Participant deferral / active EE | $1,551 | $3,246-52.2% | $4,395-64.7% | $4,028-61.5% |
| Admin fee / account holder | $2,463 | $4,397-44.0% | $5,325-53.7% | $5,404-54.4% |