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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 | $77,408 | $56,197+37.7% | $67,652+14.4% | $59,633+29.8% |
| Participation rate | 65.5% | 71.5%-6.0pp | 75.7%-10.1pp | 68.7%-3.2pp |
| Annual return | -3.45% | 18508.10%-18511.6pp | 6625.40%-6628.8pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $427 | $1,615-73.6% | $2,266-81.1% | $2,203-80.6% |
| Participant deferral / active EE | $2,068 | $2,844-27.3% | $3,560-41.9% | $3,192-35.2% |
| Admin fee / account holder | $508 | $3,958-87.2% | $4,821-89.5% | $4,297-88.2% |