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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 | $99,932 | $27,632+261.7% | $61,452+62.6% | $68,486+45.9% |
| Participation rate | 11.1% | 39.5%-28.4pp | 52.6%-41.5pp | 67.9%-56.8pp |
| Annual return | -26.54% | -13.24%-13.3pp | 338.96%-365.5pp | -7.85%-18.7pp |
| Employer contribution / active EE | $350 | $696-49.7% | $1,160-69.8% | $2,597-86.5% |
| Participant deferral / active EE | $899 | $1,264-28.8% | $2,125-57.7% | $4,028-77.7% |
| Admin fee / account holder | $1,380 | $2,010-31.3% | $2,131-35.2% | $5,404-74.5% |