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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 | $62,596 | $56,199+11.4% | $67,652-7.5% | $59,632+5.0% |
| Participation rate | 55.2% | 71.5%-16.3pp | 75.7%-20.5pp | 68.7%-13.5pp |
| Annual return | -3.21% | 18505.31%-18508.5pp | 6625.04%-6628.3pp | 2041.32%-2044.5pp |
| Employer contribution / active EE | $1,464 | $1,614-9.3% | $2,266-35.4% | $2,203-33.5% |
| Participant deferral / active EE | $3,095 | $2,844+8.8% | $3,560-13.1% | $3,192-3.0% |
| Admin fee / account holder | $1,897 | $3,958-52.1% | $4,821-60.6% | $4,297-55.8% |