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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 | $37,623 | $39,798-5.5% | $67,704-44.4% | $59,633-36.9% |
| Participation rate | 62.1% | 57.4%+4.7pp | 67.5%-5.4pp | 68.7%-6.6pp |
| Annual return | -32.66% | 89.94%-122.6pp | 25.41%-58.1pp | 2041.45%-2074.1pp |
| Employer contribution / active EE | $2,736 | $1,393+96.4% | $2,559+6.9% | $2,203+24.2% |
| Participant deferral / active EE | $5,594 | $2,335+139.6% | $3,585+56.0% | $3,192+75.3% |
| Admin fee / account holder | $385 | $3,212-88.0% | $4,255-91.0% | $4,297-91.0% |