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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 | $71,574 | $45,566+57.1% | $64,105+11.7% | $59,633+20.0% |
| Participation rate | 45.7% | 60.2%-14.5pp | 68.2%-22.5pp | 68.7%-23.0pp |
| Annual return | -72.34% | 4.95%-77.3pp | 791.24%-863.6pp | 2041.40%-2113.7pp |
| Employer contribution / active EE | $163 | $934-82.5% | $1,820-91.0% | $2,203-92.6% |
| Participant deferral / active EE | $4,233 | $2,057+105.8% | $2,822+50.0% | $3,192+32.6% |
| Admin fee / account holder | $5,485 | $3,268+67.9% | $4,499+21.9% | $4,297+27.7% |