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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 | $85,098 | $58,828+44.7% | $78,002+9.1% | $62,881+35.3% |
| Participation rate | 50.9% | 71.1%-20.1pp | 75.5%-24.6pp | 69.3%-18.4pp |
| Annual return | -0.58% | 17.16%-17.7pp | 425.99%-426.6pp | 20.14%-20.7pp |
| Employer contribution / active EE | $472 | $1,672-71.8% | $2,470-80.9% | $2,281-79.3% |
| Participant deferral / active EE | $2,073 | $2,686-22.8% | $3,497-40.7% | $3,203-35.3% |
| Admin fee / account holder | $2,832 | $4,393-35.5% | $5,481-48.3% | $4,296-34.1% |