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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 | $77,585 | $45,566+70.3% | $64,105+21.0% | $59,633+30.1% |
| Participation rate | 65.7% | 60.2%+5.5pp | 68.2%-2.5pp | 68.7%-3.0pp |
| Annual return | -3.04% | 4.95%-8.0pp | 791.24%-794.3pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $225 | $934-75.9% | $1,820-87.6% | $2,203-89.8% |
| Participant deferral / active EE | $1,647 | $2,057-19.9% | $2,822-41.6% | $3,192-48.4% |
| Admin fee / account holder | $1,038 | $3,268-68.2% | $4,499-76.9% | $4,297-75.8% |