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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 | $65,969 | $45,566+44.8% | $64,105+2.9% | $59,633+10.6% |
| Participation rate | 25.8% | 60.2%-34.4pp | 68.2%-42.4pp | 68.7%-42.9pp |
| Annual return | -3.23% | 4.95%-8.2pp | 791.24%-794.5pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $224 | $934-76.0% | $1,820-87.7% | $2,203-89.8% |
| Participant deferral / active EE | $1,099 | $2,057-46.6% | $2,822-61.1% | $3,192-65.6% |
| Admin fee / account holder | $1,535 | $3,268-53.0% | $4,499-65.9% | $4,297-64.3% |