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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 | $179,152 | $100,895+77.6% | $90,430+98.1% | $158,950+12.7% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | -5.39% | 1725.54%-1730.9pp | 1293.73%-1299.1pp | 302.91%-308.3pp |
| Employer contribution / active EE | $1,167 | $3,689-68.4% | $3,262-64.2% | $4,762-75.5% |
| Participant deferral / active EE | $1,567 | $4,347-64.0% | $3,963-60.5% | $5,983-73.8% |
| Admin fee / account holder | $810 | $6,505-87.6% | $5,613-85.6% | $11,248-92.8% |