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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 | $77,012 | $56,197+37.0% | $67,652+13.8% | $59,633+29.1% |
| Participation rate | 50.0% | 71.5%-21.5pp | 75.7%-25.7pp | 68.7%-18.7pp |
| Annual return | -5.04% | 18508.10%-18513.1pp | 6625.40%-6630.4pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $633 | $1,615-60.8% | $2,266-72.0% | $2,203-71.2% |
| Participant deferral / active EE | $2,666 | $2,844-6.3% | $3,560-25.1% | $3,192-16.5% |
| Admin fee / account holder | $2,169 | $3,958-45.2% | $4,821-55.0% | $4,297-49.5% |