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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 | $61,315 | $65,555-6.5% | $86,216-28.9% | $75,173-18.4% |
| Participation rate | 51.5% | 60.5%-9.0pp | 69.0%-17.4pp | 67.2%-15.7pp |
| Annual return | 12.52% | 46.07%-33.5pp | 1169.42%-1156.9pp | 160.72%-148.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,608 | $3,023+19.3% | $3,986-9.5% | $4,126-12.6% |
| Admin fee / account holder | $23,433 | $5,469+328.5% | $6,853+241.9% | $5,651+314.7% |