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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 | $53,178 | $56,197-5.4% | $67,652-21.4% | $59,633-10.8% |
| Participation rate | 43.5% | 71.5%-28.0pp | 75.7%-32.2pp | 68.7%-25.2pp |
| Annual return | -2.47% | 18508.10%-18510.6pp | 6625.40%-6627.9pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,541 | $1,615-4.6% | $2,266-32.0% | $2,203-30.0% |
| Participant deferral / active EE | $1,838 | $2,844-35.4% | $3,560-48.4% | $3,192-42.4% |
| Admin fee / account holder | $3,934 | $3,958-0.6% | $4,821-18.4% | $4,297-8.4% |