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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 | $61,192 | $47,479+28.9% | $62,929-2.8% | $82,448-25.8% |
| Participation rate | 64.4% | 66.9%-2.4pp | 73.1%-8.7pp | 68.1%-3.6pp |
| Annual return | 5.17% | 20.34%-15.2pp | 1063.93%-1058.8pp | 41.64%-36.5pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,443 | $2,870-49.7% | $3,888-62.9% | $4,139-65.1% |
| Admin fee / account holder | $561 | $3,804-85.3% | $5,065-88.9% | $7,234-92.2% |