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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 | $216,459 | $48,235+348.8% | $68,803+214.6% | $68,490+216.0% |
| Participation rate | 30.9% | 60.7%-29.8pp | 69.0%-38.1pp | 67.9%-37.0pp |
| Annual return | -21.80% | -12.70%-9.1pp | -6.37%-15.4pp | -7.85%-13.9pp |
| Employer contribution / active EE | $641 | $1,829-65.0% | $2,656-75.9% | $2,597-75.3% |
| Participant deferral / active EE | $1,297 | $2,867-54.7% | $3,942-67.1% | $4,028-67.8% |
| Admin fee / account holder | $731 | $4,361-83.2% | $4,936-85.2% | $5,403-86.5% |