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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 | $83,322 | $55,449+50.3% | $83,831-0.6% | $56,289+48.0% |
| Participation rate | 65.2% | 68.0%-2.8pp | 76.1%-10.9pp | 69.9%-4.6pp |
| Annual return | -8.01% | -1.38%-6.6pp | 850.99%-859.0pp | -9.96%+2.0pp |
| Employer contribution / active EE | $1,646 | $2,430-32.3% | $3,631-54.7% | $2,111-22.0% |
| Participant deferral / active EE | $3,361 | $2,935+14.5% | $4,082-17.7% | $3,350+0.3% |
| Admin fee / account holder | $1,481 | $656+125.7% | $5,479-73.0% | $521+184.2% |