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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 | $53,030 | $44,850+18.2% | $60,547-12.4% | $59,633-11.1% |
| Participation rate | 54.9% | 59.5%-4.6pp | 68.0%-13.1pp | 68.7%-13.8pp |
| Annual return | -3.46% | 1074.14%-1077.6pp | 335.64%-339.1pp | 2041.40%-2044.9pp |
| Employer contribution / active EE | $992 | $1,462-32.1% | $2,419-59.0% | $2,203-55.0% |
| Participant deferral / active EE | $2,273 | $2,230+2.0% | $3,328-31.7% | $3,192-28.8% |
| Admin fee / account holder | $1,653 | $3,635-54.5% | $4,536-63.5% | $4,297-61.5% |