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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 | $137,552 | $37,463+267.2% | $77,100+78.4% | $66,949+105.5% |
| Participation rate | 11.7% | 52.9%-41.3pp | 67.9%-56.3pp | 69.8%-58.2pp |
| Annual return | -41.20% | -3.25%-38.0pp | 42.35%-83.6pp | 1.57%-42.8pp |
| Employer contribution / active EE | $345 | $1,535-77.5% | $2,815-87.8% | $2,545-86.5% |
| Participant deferral / active EE | $783 | $2,621-70.1% | $4,430-82.3% | $4,239-81.5% |
| Admin fee / account holder | $2,671 | $568+370.2% | $5,443-50.9% | $594+350.0% |