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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 | $82,089 | $88,754-7.5% | $81,820+0.3% | $145,877-43.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | -2.94% | 1031.77%-1034.7pp | 777.93%-780.9pp | 551.28%-554.2pp |
| Employer contribution / active EE | $1,161 | $3,085-62.4% | $2,915-60.2% | $4,663-75.1% |
| Participant deferral / active EE | $1,764 | $4,648-62.0% | $4,323-59.2% | $6,691-73.6% |
| Admin fee / account holder | $601 | $8,424-92.9% | $7,391-91.9% | $13,402-95.5% |