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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 | $80,806 | $45,152+79.0% | $73,836+9.4% | $59,633+35.5% |
| Participation rate | 46.2% | 64.0%-17.9pp | 73.4%-27.3pp | 68.7%-22.5pp |
| Annual return | -3.31% | 27.40%-30.7pp | 2268.06%-2271.4pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $1,083 | $1,901-43.1% | $2,787-61.2% | $2,203-50.9% |
| Participant deferral / active EE | $1,176 | $2,573-54.3% | $3,583-67.2% | $3,192-63.2% |
| Admin fee / account holder | $2,659 | $3,515-24.3% | $4,882-45.5% | $4,297-38.1% |