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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 | $91,885 | $44,850+104.9% | $60,547+51.8% | $59,633+54.1% |
| Participation rate | 48.5% | 59.5%-11.0pp | 68.0%-19.5pp | 68.7%-20.2pp |
| Annual return | -5.93% | 1074.14%-1080.1pp | 335.64%-341.6pp | 2041.45%-2047.4pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,064 | $2,230+37.4% | $3,328-7.9% | $3,192-4.0% |
| Admin fee / account holder | $4,566 | $3,635+25.6% | $4,536+0.7% | $4,297+6.3% |