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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 | $78,099 | $45,566+71.4% | $64,105+21.8% | $59,633+31.0% |
| Participation rate | 53.3% | 60.2%-6.8pp | 68.2%-14.8pp | 68.7%-15.3pp |
| Annual return | -3.32% | 4.95%-8.3pp | 791.24%-794.6pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $1,210 | $934+29.5% | $1,820-33.5% | $2,203-45.1% |
| Participant deferral / active EE | $1,617 | $2,057-21.4% | $2,822-42.7% | $3,192-49.3% |
| Admin fee / account holder | $2,303 | $3,268-29.5% | $4,499-48.8% | $4,297-46.4% |