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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 | $39,677 | $56,197-29.4% | $67,652-41.4% | $59,633-33.5% |
| Participation rate | 68.8% | 71.5%-2.7pp | 75.7%-6.9pp | 68.7%+0.1pp |
| Annual return | -2.71% | 18508.10%-18510.8pp | 6625.40%-6628.1pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $509 | $1,615-68.5% | $2,266-77.5% | $2,203-76.9% |
| Participant deferral / active EE | $2,905 | $2,844+2.2% | $3,560-18.4% | $3,192-9.0% |
| Admin fee / account holder | $2,020 | $3,958-49.0% | $4,821-58.1% | $4,297-53.0% |