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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 | $64,073 | $56,197+14.0% | $67,652-5.3% | $59,633+7.4% |
| Participation rate | 43.9% | 71.5%-27.6pp | 75.7%-31.8pp | 68.7%-24.8pp |
| Annual return | -2.77% | 18508.10%-18510.9pp | 6625.40%-6628.2pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $1,033 | $1,615-36.0% | $2,266-54.4% | $2,203-53.1% |
| Participant deferral / active EE | $2,569 | $2,844-9.6% | $3,560-27.8% | $3,192-19.5% |
| Admin fee / account holder | $17,630 | $3,958+345.4% | $4,821+265.7% | $4,297+310.3% |