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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 | $62,357 | $30,732+102.9% | $59,496+4.8% | $59,633+4.6% |
| Participation rate | 26.9% | 43.2%-16.3pp | 54.6%-27.6pp | 68.7%-41.7pp |
| Annual return | -4.10% | 4.47%-8.6pp | 182.05%-186.2pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $414 | $631-34.4% | $1,153-64.1% | $2,203-81.2% |
| Participant deferral / active EE | $2,116 | $1,183+78.9% | $1,829+15.7% | $3,192-33.7% |
| Admin fee / account holder | $5,140 | $2,136+140.6% | $2,232+130.2% | $4,297+19.6% |