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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 | $73,666 | $39,798+85.1% | $67,704+8.8% | $59,633+23.5% |
| Participation rate | 52.9% | 57.4%-4.4pp | 67.5%-14.6pp | 68.7%-15.7pp |
| Annual return | -3.64% | 89.94%-93.6pp | 25.41%-29.1pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $2,387 | $1,393+71.4% | $2,559-6.7% | $2,203+8.4% |
| Participant deferral / active EE | $4,994 | $2,335+113.9% | $3,585+39.3% | $3,192+56.5% |
| Admin fee / account holder | $2,215 | $3,212-31.0% | $4,255-47.9% | $4,297-48.4% |