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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 | $64,747 | $45,152+43.4% | $73,836-12.3% | $59,633+8.6% |
| Participation rate | 42.4% | 64.0%-21.6pp | 73.4%-31.0pp | 68.7%-26.2pp |
| Annual return | -3.42% | 27.40%-30.8pp | 2268.06%-2271.5pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $6,170 | $1,901+224.5% | $2,787+121.4% | $2,203+180.1% |
| Participant deferral / active EE | $5,572 | $2,573+116.6% | $3,583+55.5% | $3,192+74.6% |
| Admin fee / account holder | $5,206 | $3,515+48.1% | $4,882+6.6% | $4,297+21.1% |