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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 | $116,066 | $54,355+113.5% | $82,744+40.3% | $68,486+69.5% |
| Participation rate | 13.5% | 63.9%-50.4pp | 72.6%-59.1pp | 67.9%-54.4pp |
| Annual return | -20.02% | -13.67%-6.4pp | 702.22%-722.2pp | -7.85%-12.2pp |
| Employer contribution / active EE | $841 | $2,219-62.1% | $3,008-72.0% | $2,597-67.6% |
| Participant deferral / active EE | $1,134 | $3,246-65.1% | $4,395-74.2% | $4,028-71.9% |
| Admin fee / account holder | $23,426 | $4,397+432.8% | $5,325+339.9% | $5,404+333.5% |