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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 | $70,095 | $56,197+24.7% | $67,652+3.6% | $59,633+17.5% |
| Participation rate | 40.0% | 71.5%-31.5pp | 75.7%-35.7pp | 68.7%-28.7pp |
| Annual return | -2.98% | 18508.10%-18511.1pp | 6625.40%-6628.4pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $1,282 | $1,615-20.6% | $2,266-43.4% | $2,203-41.8% |
| Participant deferral / active EE | $2,583 | $2,844-9.2% | $3,560-27.4% | $3,192-19.1% |
| Admin fee / account holder | $1,262 | $3,958-68.1% | $4,821-73.8% | $4,297-70.6% |