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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 | $49,491 | $56,200-11.9% | $67,653-26.8% | $59,633-17.0% |
| Participation rate | 65.4% | 71.5%-6.1pp | 75.7%-10.3pp | 68.7%-3.3pp |
| Annual return | -2.57% | 18506.71%-18509.3pp | 6625.22%-6627.8pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $1,471 | $1,615-8.9% | $2,266-35.1% | $2,203-33.2% |
| Participant deferral / active EE | $2,059 | $2,843-27.6% | $3,560-42.2% | $3,192-35.5% |
| Admin fee / account holder | $5,503 | $3,959+39.0% | $4,821+14.2% | $4,297+28.1% |