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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 | $60,104 | $72,071-16.6% | $68,368-12.1% | $137,256-56.2% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 11.88% | 353.14%-341.3pp | 292.57%-280.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,454 | $2,788-47.9% | $2,649-45.1% | $4,156-65.0% |
| Participant deferral / active EE | $3,540 | $4,410-19.7% | $4,123-14.1% | $6,407-44.7% |
| Admin fee / account holder | $58,750 | $5,336+1001.1% | $5,150+1040.8% | $12,270+378.8% |