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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 | $151,573 | $82,324+84.1% | $68,803+120.3% | $134,545+12.7% |
| Participation rate | 63.2% | 75.1%-11.9pp | 69.0%-5.9pp | 81.2%-18.1pp |
| Annual return | -27.53% | -2.17%-25.4pp | -6.37%-21.2pp | 418.37%-445.9pp |
| Employer contribution / active EE | $772 | $3,302-76.6% | $2,656-70.9% | $4,742-83.7% |
| Participant deferral / active EE | $1,474 | $4,740-68.9% | $3,942-62.6% | $6,401-77.0% |
| Admin fee / account holder | $116,591 | $6,485+1697.9% | $4,936+2262.2% | $11,431+920.0% |