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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 | $84,614 | $27,639+206.1% | $61,501+37.6% | $68,490+23.5% |
| Participation rate | 3.1% | 39.5%-36.4pp | 52.6%-49.5pp | 67.9%-64.8pp |
| Annual return | -22.02% | -13.19%-8.8pp | 339.04%-361.1pp | -7.85%-14.2pp |
| Employer contribution / active EE | $451 | $696-35.2% | $1,160-61.1% | $2,597-82.6% |
| Participant deferral / active EE | $847 | $1,264-33.0% | $2,125-60.1% | $4,028-79.0% |
| Admin fee / account holder | $316 | $2,012-84.3% | $2,132-85.2% | $5,403-94.1% |