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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 | $94,403 | $112,915-16.4% | $90,965+3.8% | $158,950-40.6% |
| Participation rate | 20.0% | 74.7%-54.7pp | 69.0%-49.0pp | 82.0%-62.0pp |
| Annual return | -1.30% | 215.75%-217.1pp | 134.57%-135.9pp | 302.91%-304.2pp |
| Employer contribution / active EE | $492 | $2,894-83.0% | $2,122-76.8% | $4,762-89.7% |
| Participant deferral / active EE | $3,015 | $4,128-27.0% | $3,373-10.6% | $5,983-49.6% |
| Admin fee / account holder | $1,380 | $8,044-82.8% | $5,960-76.8% | $11,248-87.7% |