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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 | $56,869 | $44,850+26.8% | $60,547-6.1% | $59,633-4.6% |
| Participation rate | 53.1% | 59.5%-6.3pp | 68.0%-14.8pp | 68.7%-15.5pp |
| Annual return | -3.71% | 1074.14%-1077.9pp | 335.64%-339.4pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $1,662 | $1,462+13.7% | $2,419-31.3% | $2,203-24.5% |
| Participant deferral / active EE | $2,205 | $2,230-1.1% | $3,328-33.7% | $3,192-30.9% |
| Admin fee / account holder | $977 | $3,635-73.1% | $4,536-78.5% | $4,297-77.3% |