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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 | $61,035 | $45,566+33.9% | $64,105-4.8% | $59,633+2.4% |
| Participation rate | 46.7% | 60.2%-13.5pp | 68.2%-21.5pp | 68.7%-22.0pp |
| Annual return | -3.70% | 4.95%-8.6pp | 791.24%-794.9pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $1,025 | $934+9.7% | $1,820-43.7% | $2,203-53.5% |
| Participant deferral / active EE | $2,000 | $2,057-2.7% | $2,822-29.1% | $3,192-37.3% |
| Admin fee / account holder | $2,371 | $3,268-27.4% | $4,499-47.3% | $4,297-44.8% |