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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 | $79,323 | $45,566+74.1% | $64,105+23.7% | $59,633+33.0% |
| Participation rate | 57.8% | 60.2%-2.4pp | 68.2%-10.4pp | 68.7%-10.9pp |
| Annual return | -4.24% | 4.95%-9.2pp | 791.24%-795.5pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $829 | $934-11.2% | $1,820-54.4% | $2,203-62.4% |
| Participant deferral / active EE | $3,036 | $2,057+47.6% | $2,822+7.6% | $3,192-4.9% |
| Admin fee / account holder | $1,446 | $3,268-55.7% | $4,499-67.9% | $4,297-66.3% |