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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 | $76,016 | $56,197+35.3% | $67,652+12.4% | $59,633+27.5% |
| Participation rate | 35.1% | 71.5%-36.4pp | 75.7%-40.6pp | 68.7%-33.6pp |
| Annual return | -2.44% | 18508.10%-18510.5pp | 6625.40%-6627.8pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,112 | $1,615-31.1% | $2,266-50.9% | $2,203-49.5% |
| Participant deferral / active EE | $2,222 | $2,844-21.9% | $3,560-37.6% | $3,192-30.4% |
| Admin fee / account holder | $1,194 | $3,958-69.8% | $4,821-75.2% | $4,297-72.2% |