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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 | $59,825 | $60,128-0.5% | $90,440-33.9% | $79,852-25.1% |
| Participation rate | 51.9% | 65.0%-13.1pp | 72.7%-20.8pp | 69.6%-17.8pp |
| Annual return | 6.40% | 71.95%-65.5pp | 1294.38%-1288.0pp | 31.72%-25.3pp |
| Employer contribution / active EE | $1,248 | $2,068-39.7% | $3,263-61.8% | $2,471-49.5% |
| Participant deferral / active EE | $2,168 | $2,939-26.2% | $3,964-45.3% | $3,740-42.0% |
| Admin fee / account holder | $14,723 | $3,977+270.2% | $5,615+162.2% | $5,306+177.5% |