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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 | $80,096 | $56,197+42.5% | $67,652+18.4% | $59,633+34.3% |
| Participation rate | 48.8% | 71.5%-22.6pp | 75.7%-26.8pp | 68.7%-19.8pp |
| Annual return | -3.07% | 18508.10%-18511.2pp | 6625.40%-6628.5pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $1,353 | $1,615-16.2% | $2,266-40.3% | $2,203-38.6% |
| Participant deferral / active EE | $2,214 | $2,844-22.1% | $3,560-37.8% | $3,192-30.6% |
| Admin fee / account holder | $4,338 | $3,958+9.6% | $4,821-10.0% | $4,297+1.0% |