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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 | $72,585 | $44,850+61.8% | $60,547+19.9% | $59,633+21.7% |
| Participation rate | 39.7% | 59.5%-19.7pp | 68.0%-28.2pp | 68.7%-28.9pp |
| Annual return | -3.46% | 1074.14%-1077.6pp | 335.64%-339.1pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $969 | $1,462-33.7% | $2,419-59.9% | $2,203-56.0% |
| Participant deferral / active EE | $2,678 | $2,230+20.1% | $3,328-19.5% | $3,192-16.1% |
| Admin fee / account holder | $15,538 | $3,635+327.4% | $4,536+242.5% | $4,297+261.6% |