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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 | $63,497 | $45,152+40.6% | $73,836-14.0% | $59,633+6.5% |
| Participation rate | 63.6% | 64.0%-0.4pp | 73.4%-9.8pp | 68.7%-5.0pp |
| Annual return | -5.18% | 27.40%-32.6pp | 2268.06%-2273.2pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $678 | $1,901-64.4% | $2,787-75.7% | $2,203-69.2% |
| Participant deferral / active EE | $2,153 | $2,573-16.3% | $3,583-39.9% | $3,192-32.5% |
| Admin fee / account holder | $1,761 | $3,515-49.9% | $4,882-63.9% | $4,297-59.0% |