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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 | $89,840 | $82,324+9.1% | $68,803+30.6% | $134,545-33.2% |
| Participation rate | 31.6% | 75.1%-43.5pp | 69.0%-37.4pp | 81.2%-49.7pp |
| Annual return | -23.12% | -2.17%-20.9pp | -6.37%-16.8pp | 418.37%-441.5pp |
| Employer contribution / active EE | $843 | $3,302-74.5% | $2,656-68.2% | $4,742-82.2% |
| Participant deferral / active EE | $1,496 | $4,740-68.4% | $3,942-62.1% | $6,401-76.6% |
| Admin fee / account holder | $79,457 | $6,485+1125.2% | $4,936+1509.8% | $11,431+595.1% |