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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 | $90,714 | $45,566+99.1% | $64,105+41.5% | $59,633+52.1% |
| Participation rate | 46.2% | 60.2%-14.0pp | 68.2%-22.0pp | 68.7%-22.5pp |
| Annual return | -2.91% | 4.95%-7.9pp | 791.24%-794.2pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $1,047 | $934+12.0% | $1,820-42.5% | $2,203-52.5% |
| Participant deferral / active EE | $2,003 | $2,057-2.6% | $2,822-29.0% | $3,192-37.3% |
| Admin fee / account holder | $8,001 | $3,268+144.9% | $4,499+77.8% | $4,297+86.2% |