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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 | $108,193 | $39,245+175.7% | $64,105+68.8% | $52,331+106.7% |
| Participation rate | 57.9% | 58.2%-0.3pp | 68.2%-10.2pp | 68.1%-10.2pp |
| Annual return | -2.34% | 14.79%-17.1pp | 791.24%-793.6pp | 4.54%-6.9pp |
| Employer contribution / active EE | $1,114 | $736+51.4% | $1,820-38.8% | $1,882-40.8% |
| Participant deferral / active EE | $1,860 | $1,992-6.6% | $2,822-34.1% | $3,022-38.5% |
| Admin fee / account holder | $11,102 | $592+1773.9% | $4,499+146.8% | $592+1776.7% |