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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 | $115,563 | $27,936+313.7% | $58,561+97.3% | $75,173+53.7% |
| Participation rate | 21.6% | 38.8%-17.3pp | 50.9%-29.3pp | 67.2%-45.6pp |
| Annual return | -13.01% | 44.21%-57.2pp | 4251.33%-4264.3pp | 160.72%-173.7pp |
| Employer contribution / active EE | $177 | $670-73.6% | $1,053-83.2% | $2,671-93.4% |
| Participant deferral / active EE | $572 | $1,202-52.4% | $1,923-70.3% | $4,126-86.1% |
| Admin fee / account holder | $957 | $1,727-44.6% | $2,520-62.0% | $5,651-83.1% |