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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 | $79,788 | $52,911+50.8% | $73,309+8.8% | $59,633+33.8% |
| Participation rate | 40.5% | 68.2%-27.7pp | 74.9%-34.4pp | 68.7%-28.2pp |
| Annual return | -26.37% | 12.20%-38.6pp | 5.67%-32.0pp | 2041.45%-2067.8pp |
| Employer contribution / active EE | $1,403 | $1,909-26.5% | $3,237-56.7% | $2,203-36.3% |
| Participant deferral / active EE | $3,156 | $4,069-22.5% | $4,991-36.8% | $3,192-1.1% |
| Admin fee / account holder | $670 | $3,835-82.5% | $5,635-88.1% | $4,297-84.4% |