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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 | $70,976 | $45,566+55.8% | $64,105+10.7% | $59,633+19.0% |
| Participation rate | 35.7% | 60.2%-24.5pp | 68.2%-32.5pp | 68.7%-33.0pp |
| Annual return | -3.57% | 4.95%-8.5pp | 791.24%-794.8pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $870 | $934-6.8% | $1,820-52.2% | $2,203-60.5% |
| Participant deferral / active EE | $2,536 | $2,057+23.3% | $2,822-10.1% | $3,192-20.6% |
| Admin fee / account holder | $1,654 | $3,268-49.4% | $4,499-63.2% | $4,297-61.5% |