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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 | $89,131 | $45,566+95.6% | $64,105+39.0% | $59,633+49.5% |
| Participation rate | 59.1% | 60.2%-1.1pp | 68.2%-9.1pp | 68.7%-9.6pp |
| Annual return | -3.28% | 4.95%-8.2pp | 791.24%-794.5pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $1,036 | $934+10.9% | $1,820-43.1% | $2,203-53.0% |
| Participant deferral / active EE | $3,663 | $2,057+78.1% | $2,822+29.8% | $3,192+14.8% |
| Admin fee / account holder | $3,026 | $3,268-7.4% | $4,499-32.8% | $4,297-29.6% |