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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 | $74,123 | $45,566+62.7% | $64,105+15.6% | $59,633+24.3% |
| Participation rate | 48.5% | 60.2%-11.7pp | 68.2%-19.7pp | 68.7%-20.2pp |
| Annual return | -3.73% | 4.95%-8.7pp | 791.24%-795.0pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $971 | $934+3.9% | $1,820-46.7% | $2,203-55.9% |
| Participant deferral / active EE | $1,631 | $2,057-20.7% | $2,822-42.2% | $3,192-48.9% |
| Admin fee / account holder | $795 | $3,268-75.7% | $4,499-82.3% | $4,297-81.5% |