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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 | $95,557 | $27,632+245.8% | $61,399+55.6% | $68,495+39.5% |
| Participation rate | 56.0% | 39.5%+16.5pp | 52.6%+3.4pp | 67.9%-11.9pp |
| Annual return | -28.01% | -13.24%-14.8pp | 338.81%-366.8pp | -7.84%-20.2pp |
| Employer contribution / active EE | $1,321 | $696+89.9% | $1,159+14.0% | $2,596-49.1% |
| Participant deferral / active EE | $2,807 | $1,264+122.1% | $2,124+32.1% | $4,028-30.3% |
| Admin fee / account holder | $2,436 | $2,010+21.2% | $2,131+14.3% | $5,403-54.9% |