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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 | $99,574 | $44,850+122.0% | $60,547+64.5% | $59,633+67.0% |
| Participation rate | 61.4% | 59.5%+1.9pp | 68.0%-6.6pp | 68.7%-7.3pp |
| Annual return | -4.60% | 1074.14%-1078.7pp | 335.64%-340.2pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $396 | $1,462-72.9% | $2,419-83.6% | $2,203-82.0% |
| Participant deferral / active EE | $1,806 | $2,230-19.0% | $3,328-45.7% | $3,192-43.4% |
| Admin fee / account holder | $2,298 | $3,635-36.8% | $4,536-49.4% | $4,297-46.5% |