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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 | $94,243 | $45,566+106.8% | $64,105+47.0% | $59,633+58.0% |
| Participation rate | 61.4% | 60.2%+1.3pp | 68.2%-6.7pp | 68.7%-7.2pp |
| Annual return | -4.22% | 4.95%-9.2pp | 791.24%-795.5pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,858 | $2,057+39.0% | $2,822+1.3% | $3,192-10.4% |
| Admin fee / account holder | $6,580 | $3,268+101.4% | $4,499+46.2% | $4,297+53.1% |