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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 | $65,562 | $45,566+43.9% | $64,105+2.3% | $59,633+9.9% |
| Participation rate | 57.1% | 60.2%-3.0pp | 68.2%-11.0pp | 68.7%-11.5pp |
| Annual return | -2.88% | 4.95%-7.8pp | 791.24%-794.1pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $1,717 | $934+83.8% | $1,820-5.7% | $2,203-22.1% |
| Participant deferral / active EE | $4,243 | $2,057+106.3% | $2,822+50.4% | $3,192+32.9% |
| Admin fee / account holder | $5,147 | $3,268+57.5% | $4,499+14.4% | $4,297+19.8% |