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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 | $57,604 | $56,197+2.5% | $67,652-14.9% | $59,633-3.4% |
| Participation rate | 61.5% | 71.5%-9.9pp | 75.7%-14.1pp | 68.7%-7.1pp |
| Annual return | -2.84% | 18508.10%-18510.9pp | 6625.40%-6628.2pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $1,305 | $1,615-19.2% | $2,266-42.4% | $2,203-40.8% |
| Participant deferral / active EE | $3,709 | $2,844+30.4% | $3,560+4.2% | $3,192+16.2% |
| Admin fee / account holder | $2,299 | $3,958-41.9% | $4,821-52.3% | $4,297-46.5% |