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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 | $102,586 | $29,319+249.9% | $52,425+95.7% | $82,448+24.4% |
| Participation rate | 21.2% | 46.9%-25.7pp | 55.6%-34.5pp | 68.1%-46.9pp |
| Annual return | -4.06% | 535.20%-539.3pp | 302.12%-306.2pp | 41.64%-45.7pp |
| Employer contribution / active EE | $186 | $586-68.2% | $914-79.6% | $2,551-92.7% |
| Participant deferral / active EE | $583 | $1,171-50.2% | $1,790-67.4% | $4,139-85.9% |
| Admin fee / account holder | $1,466 | $1,962-25.3% | $2,495-41.2% | $7,234-79.7% |