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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 | $79,401 | $54,355+46.1% | $82,744-4.0% | $68,486+15.9% |
| Participation rate | 30.3% | 63.9%-33.6pp | 72.6%-42.2pp | 67.9%-37.6pp |
| Annual return | -21.13% | -13.67%-7.5pp | 702.22%-723.3pp | -7.85%-13.3pp |
| Employer contribution / active EE | $305 | $2,219-86.3% | $3,008-89.9% | $2,597-88.3% |
| Participant deferral / active EE | $1,232 | $3,246-62.1% | $4,395-72.0% | $4,028-69.4% |
| Admin fee / account holder | $8,235 | $4,397+87.3% | $5,325+54.6% | $5,404+52.4% |