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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 | $58,791 | $56,197+4.6% | $67,652-13.1% | $59,633-1.4% |
| Participation rate | 69.4% | 71.5%-2.0pp | 75.7%-6.2pp | 68.7%+0.8pp |
| Annual return | -3.57% | 18508.10%-18511.7pp | 6625.40%-6629.0pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $1,422 | $1,615-11.9% | $2,266-37.2% | $2,203-35.4% |
| Participant deferral / active EE | $2,742 | $2,844-3.6% | $3,560-23.0% | $3,192-14.1% |
| Admin fee / account holder | $1,959 | $3,958-50.5% | $4,821-59.4% | $4,297-54.4% |