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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 | $63,093 | $45,566+38.5% | $64,105-1.6% | $59,633+5.8% |
| Participation rate | 43.9% | 60.2%-16.3pp | 68.2%-24.3pp | 68.7%-24.8pp |
| Annual return | -7.90% | 4.95%-12.9pp | 791.24%-799.1pp | 2041.45%-2049.4pp |
| Employer contribution / active EE | $1,910 | $934+104.5% | $1,820+5.0% | $2,203-13.3% |
| Participant deferral / active EE | $1,979 | $2,057-3.8% | $2,822-29.9% | $3,192-38.0% |
| Admin fee / account holder | $1,581 | $3,268-51.6% | $4,499-64.9% | $4,297-63.2% |