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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 | $28,624+258.4% | $53,647+91.2% | $82,637+24.1% |
| Participation rate | 21.2% | 47.3%-26.1pp | 56.3%-35.1pp | 68.1%-46.9pp |
| Annual return | -4.06% | 664.98%-669.0pp | 358.33%-362.4pp | 53.51%-57.6pp |
| Employer contribution / active EE | $186 | $637-70.7% | $962-80.6% | $2,552-92.7% |
| Participant deferral / active EE | $583 | $1,196-51.3% | $1,813-67.8% | $4,126-85.9% |
| Admin fee / account holder | $1,466 | $2,022-27.5% | $2,460-40.4% | $7,339-80.0% |