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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 | $82,575 | $54,355+51.9% | $82,744-0.2% | $68,486+20.6% |
| Participation rate | 46.7% | 63.9%-17.3pp | 72.6%-25.9pp | 67.9%-21.2pp |
| Annual return | -20.61% | -13.67%-6.9pp | 702.22%-722.8pp | -7.85%-12.8pp |
| Employer contribution / active EE | $1,524 | $2,219-31.3% | $3,008-49.3% | $2,597-41.3% |
| Participant deferral / active EE | $2,791 | $3,246-14.0% | $4,395-36.5% | $4,028-30.7% |
| Admin fee / account holder | $4,825 | $4,397+9.7% | $5,325-9.4% | $5,404-10.7% |