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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 | $66,607 | $56,197+18.5% | $67,652-1.5% | $59,633+11.7% |
| Participation rate | 20.0% | 71.5%-51.5pp | 75.7%-55.7pp | 68.7%-48.7pp |
| Annual return | -3.66% | 18508.10%-18511.8pp | 6625.40%-6629.1pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $1,696 | $1,615+5.0% | $2,266-25.1% | $2,203-23.0% |
| Participant deferral / active EE | $2,186 | $2,844-23.1% | $3,560-38.6% | $3,192-31.5% |
| Admin fee / account holder | $2,310 | $3,958-41.6% | $4,821-52.1% | $4,297-46.2% |