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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 | $207,779 | $72,071+188.3% | $68,368+203.9% | $137,256+51.4% |
| Participation rate | 27.3% | 76.2%-49.0pp | 73.8%-46.5pp | 80.0%-52.7pp |
| Annual return | -34.45% | 353.14%-387.6pp | 292.57%-327.0pp | 220.34%-254.8pp |
| Employer contribution / active EE | $574 | $2,788-79.4% | $2,649-78.3% | $4,156-86.2% |
| Participant deferral / active EE | $675 | $4,410-84.7% | $4,123-83.6% | $6,407-89.5% |
| Admin fee / account holder | $5,782 | $5,336+8.4% | $5,150+12.3% | $12,270-52.9% |