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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 | $133,273 | $56,197+137.2% | $67,652+97.0% | $59,633+123.5% |
| Participation rate | 60.6% | 71.5%-10.9pp | 75.7%-15.1pp | 68.7%-8.1pp |
| Annual return | -3.79% | 18508.10%-18511.9pp | 6625.40%-6629.2pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $1,396 | $1,615-13.5% | $2,266-38.4% | $2,203-36.6% |
| Participant deferral / active EE | $3,997 | $2,844+40.6% | $3,560+12.3% | $3,192+25.2% |
| Admin fee / account holder | $15,237 | $3,958+285.0% | $4,821+216.1% | $4,297+254.6% |