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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 | $60,815 | $57,312+6.1% | $86,617-29.8% | $75,181-19.1% |
| Participation rate | 40.7% | 63.2%-22.5pp | 71.7%-31.0pp | 67.2%-26.5pp |
| Annual return | 11.21% | 2672.78%-2661.6pp | 591.91%-580.7pp | 160.69%-149.5pp |
| Employer contribution / active EE | $690 | $2,315-70.2% | $3,023-77.2% | $2,671-74.2% |
| Participant deferral / active EE | $1,877 | $3,319-43.5% | $4,437-57.7% | $4,126-54.5% |
| Admin fee / account holder | $23,756 | $4,114+477.4% | $5,613+323.2% | $5,650+320.5% |